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Wealth and Asset Management

02/03/2014

Ascot Wealth Management VouchedFor As The Best In Berkshire

User review and rating system, although prevalent across sectors like travel, food and lifestyle, is only just making its presence felt in the medicine, financial and legal world.

02/03/2014

Former F&C CEO Grisay passes away

I was shocked and saddened to learn that Alain Grisay had passed away

01/31/2014

Vestra management reshuffle pays off with £1bn inflow

Growth is expected to come from a focus on ultra-high net worth clients, intermediaries and its US division, which provides a range of wealth management services to clients with ties to America.

01/31/2014

London-based wealth manager 'first UK wealth manager to achieve ‘B Corp’ certification'

The London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new ac

01/31/2014

one Star hires Rothschild and Bank of America Merrill Lynch as advisor

Lone Star, IKB, Rothschild and Bank of America Merrill Lynch declined to comment.

01/30/2014

BNP Paribas to help Budding entrepreneurs

Vital Regenerati​on launches “HELP Enterprise​” in partnershi​p with BNP Paribas, Dolphin Square Foundation and Westminste​r City Council

01/30/2014

Secret Swiss Stashes at Risk as Italy’s Saccomanni Visits Bern

Solving the dispute over undeclared Italian funds with Swiss banks will be on the agenda today as Switzerland’s Eveline Widmer-Schlumpf and Italy’s Fabrizio Saccomanni meet in Bern.

01/30/2014

Jersey’s 'future proof' funds regime to be showcased to London audience

Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.

01/29/2014

Sesame bans its advisers from using non-mainstream products

Sesame advisers will no longer be able to recommend non-mainstream investment products under the firm's new restricted proposition, managing director Stephen Gazard has said.

01/29/2014

Brewin Dolphin takes £4m hit from loss of trail

Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.

01/29/2014

Liontrust Quarterly Inflow Propped Up By Multi-Asset Acquisition

The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.

01/29/2014

F&C takeover by Canada’s Bank of Montreal thwarted by Standard Life

Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.

01/29/2014

Plymouth firm to create 100 jobs after landing £140m investment

The Succession Group was established in Plymouth by Simon Chamberlain in 2009.

01/28/2014

Ex-UBS Banker Quits Zurich Desk for Horse Racing Dream

After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.

01/28/2014

Azimut Targets Italy Asset Management Company From Bank

Azimut Holding SpA, Italy’s largest independent asset manager, is interested in buying a fund unit from a bank to expand distribution and attract client investments.

01/28/2014

Assets under management boom at Mattioli Woods

Pensions and wealth management company Mattioli Woods has posted a strong set of interim accounts with a rapid growth in its discretionary assets under management

01/27/2014

Barclays debates ending its £40m-a-year Premier League sponsorship deal

Barclays is reportedly debating the fate of its £40m-a-year sponsorship of the Premier League

01/27/2014

Hargreaves Lansdown asks clients for cash

Hargreaves Lansdown customers will have to pay as much as £250 into their accounts to cover its new charges, or risk having their investments sold

01/27/2014

Fund arm of the German private bank targets UK with risk management range

The fund range will offer institutional investors access to markets they previously deemed too risky through a series of quant portfolio management techniques.

01/27/2014

BMO eyes $1.3-billion offer for Britain's F&C Asset Management

British fund firm F&C Asset Management said on Monday it had received an offer from Canadian bank BMO Financial Group in what would be an all-cash deal.

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