09/27/2012
Kemp, Liddle & Hale team up for new investment consultancy firm
They will also provide due diligence, both qualitative and quantitative, on fund management investment processes.
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
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.
09/25/2012
Seeyond's offering is marketed by Natixis Global Asset Management's global distribution platform and is intended for all types of investors, both professional and non-professional: institutional investors, companies, multi-managers, private bank
09/24/2012
Super-rich list of top earners who buck trend and choose to pay their share
09/24/2012
Asian investors have been increasing their investment in central London, especially in the commercial real-estate market, according to the firm.
09/24/2012
It won’t be long before the market realises the worth of the latter business and Prebensen renames it Close Brothers Wealth Management.
09/24/2012
The General Manger will bring together all components of the business and enhance connectivity with our UK and Swiss hubs. Currently based in London as Chief of Staff for the Wealth Division,
09/23/2012
The directors of Connaught Asset Management have placed the company into administration.
09/23/2012
According to Der Sonntag, Baer faces substantial overlaps in Singapore, Hong Kong, the City of London and in Switzerland.