04/01/2013
Family business centre launched
The centre will function through a dedicated team based in Paris
Wealth and Asset Management
04/01/2013
RC Brown opens Surrey office for south east push
Investment director Alan Beaney said: ‘We are planning to target the South East of England and have a base there because some private clients and their advisers like local firms. It is a way of expanding our footprint and attracting business in the
04/01/2013
Standard Life CEO pay package tops £5m
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
04/01/2013
Expectations of High Net Worth investors across Europe - JP Morgan Private Bank study
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
03/31/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
03/28/2013
Wealthy in emerging markets: Africa, Central & Eastern Europe, Middle East - RESEARCH
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.
03/28/2013
East Anglian Wealth Management Company wins national award
We adhere to leading academic research which identifies asset allocation as the key determinant in investment performance.
03/27/2013
Towry acquires Glasgow-based adviser firm
They will continue to service all existing clients.
03/27/2013
Credit Suisse Agrees to Sell JO Hambro Division for $76 Million
Utilico Investments' 45%-held Bermuda National has agreed to acquire JOHIM CS, the holding company of JO Hambro Investment Management and its affiliates from Credit Suisse.
03/26/2013
Credit Suisse to buy Morgan Stanley's wealth management arm
The businesses with a total of over USD 13 bn of assets under management are based in the UK, Italy and Dubai, serving predominantly international Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients across Europe.
03/26/2013
Wealth management group optimistic as losses fall
A 2011 operating loss of £1m was turned into a profit of £90,000, underpinned by a £2m rise in revenue to £25m
03/26/2013
Liontrust doubles AUM to £3bn
The amount of money managed by Liontrust Asset Management almost doubled over the past year
03/25/2013
Bermuda-based group targets JO Hambro IM
The Swiss bank had been seeking a buyer for JO Hambro Investment Management for most of last year.
03/25/2013
FF&P Launches Global Equity Fund
To focuses on companies with high and sustainable returns on equity and strong free cash flows
03/25/2013
Most Russians Suspicious of Wealth, Survey Shows
Most Russians find it distasteful when lawmakers and officials are wealthy
03/24/2013
World’s wealthy people shed $15b
The biggest loser was Larry Ellison
03/24/2013
Schroders agrees to buy Cazenove
The boards of Schroders and Cazenove Capital Holdings have announced that they have reached agreement on the terms of the recommended acquisition by Schroders of the entire issued and to be issued share capital of Cazenove Capital.
03/24/2013
Aberdeen Asset Management AuM +10% over two months
Net new business inflows of GBP3.5 billion in the two month period under review
03/24/2013
New regulator to keep sights trained on wealth managers
In August last year the FSA said it was continuing to interact with wealth management firms and would commence further thematic work.
03/21/2013
Cap on fund manager bonuses moves closer after Euro vote
The committee’s plan will now be put to a vote for the entire European Parliament in April.