04/09/2014
Group head of private clients leads management-led buyout of Dublin-based securities firm
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Wealth and Asset Management
04/09/2014
Blow for Invesco Perpetual as St James's Place pulls £8bn in funds and hands it to departed stockpicker Neil Woodford
SJP says this will ensure continuity of manager for its investors.
04/09/2014
Hargreaves tops FCA's investments complaints list
Hargreaves Lansdown has topped the FCA's list of consumer complaints in the investments category during the second half of 2013.
04/09/2014
Hargreaves tops FCA’s investment complaints list after 500% jump
Hargreaves Lansdown Asset Management witnessed a 500% increase in complaints in the latter half of 2013, the latest FCA figures show.
04/09/2014
WMA claims victory as EU scraps share trade restrictions
The Wealth Management Association claims 'common sense prevailed' as the European Parliament is set to adopt changes to its comprehensive regulation on investment products.
04/09/2014
Swiss and Global AM bond fund targets emerging markets at turning point
Swiss and Global Asset Management has launched an unconstrained emerging market bond fund that aims to achieve annual returns of between 6 and 10 per cent.
04/08/2014
Axa drops large portfolio charges
Axa Wealth has reduced charges for larger portfolios on its Elevate investment platform.
04/08/2014
WH Ireland could close offices as it launches cost cutting review
‘We have a high cost-to-income ratio and are focusing on reducing our cost base. We are reviewing our smaller accounts,’ Killingbeck said.
04/08/2014
Wealth boss sells down £760k stake in business
The chief executive of Bromsgrove-headquartered AFH Financial Group has sold almost £800,000 worth of his shares in the firm.
04/08/2014
Oldest private bank in Germany appoints new PB head
He has been with Berenberg since 2009 and who was previously re-sponsible for International Private Banking, thereby assumes global responsibility for all of the Private Banking activities
04/08/2014
Nedbank Private Wealth appoints UK advisor
The Manchester-based company will provide advice to UK-based clients of the bank
04/08/2014
Wealth Structuring 20:20 by Appleby Global
A feature publication that aims to tap into the issues facing high net worth individuals and their advisers
04/08/2014
Brewin Dolphin shuts two offices for Bournemouth launch
The announcement is the latest episode in the ongoing rationalisation of Brewin regional network
04/08/2014
Wealth firm partners Peterborough council for infrastructure fund
The fund is targeting an ‘above inflation return’ for investors, with an emphasis on yield.
04/07/2014
Wealth and asset management: 2014 key themes
Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:
04/07/2014
Ashcourt Rowan completes UKWM acquisition
This increases its nationwide footprint to 17 offices and its assets to over GBP5 billion, of which GBP2.2 billion is discretionary and managed.
04/07/2014
Wealth manager swoops on London-based IFA firm
A wealth management firm in Cheltenham has sealed a deal to buy a London-based independent financial advisory firm.
04/07/2014
Liontrust assets rise but net inflows down on previous year
Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.
04/07/2014
Wealth management sector shrinks under tighter regulations
The fragmented UK wealth management sector is shrinking as firms quit, bulk up or look to service a more profitable slice of the country's growing number of rich clients, to cope with costly new regulations.
04/06/2014
Workplace pensions "a total no-brainer"
The changes in pensions legislation, which were announced by Chancellor George Osborne in the recent Budget