09/30/2012
Cheshire headquartered international financial services firm, ‘Alexander Beard Group plc’, has entered a partnership agreement with London & Capital, to provide an outsourced, discretionary managed investment proposition for use by its UK-
09/30/2012
The Board expects the Company's operating earnings to be broadly in line with market expectations.
09/30/2012
City Financial has bought the asset management arm of Eden Financial in a move to bolster its UK equity, fixed income and multi-asset presence, Investment Week can exclusively reveal.
09/27/2012
Nedbank Group Board took the decision to consolidate the group’s HNW client offerings
09/27/2012
This is for the first time that Wells Fargo is taking assistance from any external PR advisers.
09/27/2012
The decision stemmed largely from its customers' desire to have all aspects of their investment in precious metals handled by one firm.
09/27/2012
The acquisition is European Wealth’s third in the two years since it launched.
09/27/2012
They will also provide due diligence, both qualitative and quantitative, on fund management investment processes.
09/27/2012
Wealth management firm Novia took the top accolade at the Bath Business Awards last night.
09/27/2012
Sorbus is targeting clients with investable assets of around £50 million
09/26/2012
Panmure Gordon is expanding into wealth management as part of efforts by its new leadership to diversify the business, as the UK broker swung to a profit in the first half of this year.
09/26/2012
Complaints rose by 59% compared with the second half of 2011 to 3.58 million, the Financial Services Authority (FSA) said.
09/26/2012
UK wealth managers are bolstering their investment advice services in preparation for next year’s retail distribution review, which changes the fee structure for financial advisers.
09/26/2012
The integration of the two sets of operations in Catella Bank will strengthen the range of services offered to clients, with both superior management services and borrowing and lending arranged by the bank.
09/26/2012
Best Practice has also taken on board Arch Financial Planning, a firm with eight advisers and around £90m assets under advice.
09/25/2012
Sir Andrew Crockett, who has died aged 69, was the only Briton to have held the post of general manager of the Bank for International Settlements, the Basle-based institution which fosters co-operation between the world’s central banks.
09/25/2012
Sanlam to merge Principal and Merchant Securities
A source familiar with the situation said the merger of Merchant Securities with discretionary fund managers Principal would lead to Sanlam targeting high-end clients with more than £500,000 to invest.
09/25/2012
The streamlining comes as Credit Suisse is already cutting 3,500 jobs across the bank and in July announced plans to bolster its capital base by 15.3 billion Swiss francs.
09/25/2012
AMPS is offered with a clean annual management fee with no hidden charges or commissions.
09/25/2012
The chief executive concluded by suggesting that Liontrust sees the changes as an opportunity as it continues to focus on its clients’ needs over the long term through its defined investment process.