03/06/2014
Old Mutual admits liability claims are inevitable in wake of Intrinsic deal
Old Mutual Wealth has admitted liability claims following its acquisition of Intrinsic are inevitable but says the deal was still worth doing.
03/06/2014
Old Mutual Wealth has admitted liability claims following its acquisition of Intrinsic are inevitable but says the deal was still worth doing.
03/05/2014
Family Offices Beginning to Look Beyond London for Property Deals
Trophy property prices in the British capital – those worth more than £10 million
03/05/2014
Hanson is banking on Spanish tie-up
Man-about-town Robert Hanson is teaming up with the Spanish. Boutique bank Renta 4 Banco is taking a 14.99% stake in Hanson Asset Management, the London wealth management firm that Hanson chairs.
03/05/2014
Number of People With More Than $30 million in Net Assets Also Rose
03/05/2014
Intrinsic owner promises not to tie down advisers
The new owner of network intrinsic has promised it will not force its advisers down a single tied route.
03/05/2014
Private bank Scoban will embark on a £40 million capital raising after receiving confirmation that it is set to receive its banking licence from the PRA.
03/05/2014
The index, which was produced by Forbes Insights, is based on an anonymous online survey of individuals with at least US$5 million in investable assets
03/05/2014
The Swiss unit, Bank Morgan Stanley AG, may be sold or wound down, said the person, who asked not to be identified because no decision has been reached.
03/04/2014
Gloucestershire wealth management firm St James's Place could be about to join the list of top companies on the FTSE 100.
03/04/2014
GAM Holding AG, the Swiss money manager that split from Julius Baer Group Ltd., reported a more than doubling in full-year profit, proposed a higher dividend and said it’s planning a new share buyback program.
03/04/2014
Close Brothers pledges to support family businesses
Close Brothers Asset Management is in the process of launching a host of initiatives which the firm said would help wealth managers communicate key issues to clients and prospects.
03/03/2014
St James’s Place is most likely candidate for inclusion in London’s benchmark index when the latest reshuffle is announced after the close of trade on Wednesday
03/03/2014
Regional Stars Awards are voted for by hundreds of financial advisers across the UK
03/03/2014
Both appointments further enhance the depth of talent within WH Ireland’s Birmingham office.
03/03/2014
'We want to acknowledge excellence and outstanding work and celebrate professional achievement.
02/28/2014
Old Mutual announces acquisition of 3,000 adviser firm
The move, first tipped by Money Marketing in December, will see Intrinsic retain its brand and management team.
02/28/2014
Banks are well aware that money laundering risk must be addressed in the context of wealth management.
02/28/2014
Jupiter chief executive Edward Bonham Carter said the firm is 'exploring' options for its wealth business.
02/28/2014
But while the bank’s Gibraltar operation appears safe for now, it may have reduced capacity to take on new local business in the future.
02/28/2014
Seb Dovey, managing partner at Scorpio Partnership talks to Hubbis about the definition of wealth management today