06/02/2014
Weetabix scion and RBC back £80m buyout at Amber Taverns
BlueBay Asset Management, part of Royal Bank of Canada’s global asset management division, also provided finance for the transaction.
06/02/2014
A growing focus by investment banks’ sales and trading divisions on client analytics has placed an added impetus on those who face customers the most – senior relationship managers.
06/02/2014
New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk
06/02/2014
The move does not signify a stepping back of de Rothschild from the management of the group, the person at the firm said.
05/30/2014
Asset managers are likely to engage in a "fundamental rethink" of their retail strategies as more customers go direct in future, according to analysts at Barclays.
05/30/2014
The bank earlier said it did not expect to buy any foreign currency over the coming months and that it could even buy crowns later in the year.
05/30/2014
Moody’s Investor Service changed the outlook to negative on no less than 82 long-term European bank ratings in an exhaustive report on the sector published on Friday.
05/30/2014
Wealth management group and consolidator Succession has acquired two of its member IFA firms for £3m, as it seeks to reach £7bn of assets by 2017.
05/30/2014
THE decade of success at Edinburgh investment house Baillie Gifford has arguably been down to its partnership structure and lack of short-term commercial pressures, a leading commentator has said.
05/30/2014
Accession, which specialises in taking on member firms with the potential of acquiring them in the future, has now bought a total of seven firms.
05/29/2014
The hirings violated a non-solicitation agreement and previous settlement over HPM’s recruitment
05/29/2014
Axa Wealth is preparing for a surge of assets under administration on its adviser platform
05/29/2014
Little acorn to mighty oak
OakTree’s Ian Brady says careful backtesting and research enables the boutique to hit above its weight
05/29/2014
The strategic review results with the first-half results in August should provide a positive message on improved growth.
05/29/2014
Wealth managers are warning that active fund managers must take care to manage the challenge
05/28/2014
St James’s Place has the most attractive dividend profile in the UK insurance sector
05/28/2014
Other income continued to fall due to the imposition of new Retail Distribution Review laws, slipping 42% to £11.9m as margins decline on cash deposits trail income dwindles. - See more at: http://www.ifamagazine.com/news/brewin-dolphin-makes-margin
05/28/2014
Advisers working for international wealth manager the deVere Group must have the right qualifications or they cannot progress in the company, Nigel Green has said.
05/28/2014
We know that clients in the South West are increasingly looking to become involved in giving
05/28/2014
CACEIS services 16 real estate investment companies in Germany