09/23/2012
It is strategically and culturally complementary to Canaccord's existing business, and excluding restructuring and other charges, is projected to be accretive to earnings in the first year.
09/23/2012
Barclays has today announced its growing strength in the South West with the planned expansion of its wealth and investment management service in the region.
09/23/2012
Assets under management rose by 1% in the two months to £184 billion but there was a net outflow of about £100 million. That figure hid an inflow of £6.1 billion into higher-margin business against a £6.2 billion departure from lo
09/23/2012
Investment Week understands new CEO Paul Feeney has been given a mandate from the Old Mutual PLC board to invest in restricted firms.
09/20/2012
When it comes to private bank marketing, tricks of the trade abound.
09/20/2012
Super-wealthy are on “tipping point” of leaving London
09/20/2012
The package, arranged by private equity majority owners Palamon Capital Partners, replaces an existing "mezzanine" facility, a form of debt more expensive to service than a standard loan.
09/20/2012
JP Morgan Asset Management has outlined its plan to offer three share classes post-Retail Distribution Review and has placed the onus on advisers to pick the right share.
09/20/2012
Portfolio and Client Relationship Management
09/19/2012
Unveiling AWM's newly formed executive committee this week, the bank aims to reverse its recent poor performance which saw Q2 profits drop significantly.
09/19/2012
Brooks Macdonald will operate a restricted asset management business and independent financial planning business once the retail distribution review is implemented, the firm has announced.
09/19/2012
Weatherbys has teamed up with Charles Hamilton to launch high net worth intermediary Weatherbys Hamilton.
09/19/2012
Deutsche Bank acquires BHF BankKleinwort Benson in German wealth foray
The transaction is subject to regulatory approvals.
09/19/2012
The firm is carrying out a major restructuring process to create a new European asset management company, Citywire Global can exclusively reveal.
09/19/2012
Despite a fall in bonuses paid in the financial sector, they remain markedly higher than in any other area of the economy.
09/18/2012
The division proposes structured management, flexible asset allocation, active volatility management, model-driven equity management or long/short equity strategies, to provide solutions that combine performance generation with risk reduction.
09/18/2012
Most of the Swedish bank's employees benefit from a profit-sharing scheme … apart from those working in the UK
09/18/2012
Bankers who fail to come up to scratch should be "struck off" in a similar way to poorly-performing doctors, a consumer group has urged.
09/18/2012
AXA Wealth has launched FocalPoint, a new online RDR support hub featuring a series of modules designed to help advisers at every stage of their RDR journey.
09/17/2012
"There is more to wealth than managing one's assets," said David Hughes, Head of Affinity Partnerships at Barclays, which oversees the Little Book of Wonders.