08/01/2014
AXA Wealth Sipp sales soar as platform assets rise 30%
AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.
08/01/2014
AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.
08/01/2014
Making money while helping a charity is the aim of a unique fund to list on the sharemarket.
08/01/2014
Under the rebrand, the popular adviser platform Skandia Investment Solutions will not be replaced by an alternative brand name.
08/01/2014
The list is made up of investment managers that do not look the same but that can give exposure that we can change throughout the cycle, based on our view of the world,’ he said.
08/01/2014
Consultancy Baringa Partners' Ben Leighton explores the range of challenges facing wealth managers
07/31/2014
This rise was largely down to the acquisition of Cazenove Capital.
07/31/2014
Schroders has also hiked its interim dividend by 50%
07/31/2014
Arbuthnot Latham’s senior staff undertook a skydive from a plane at Chiltern Park Aerodrome, Oxfordshire to help raise £20,000 for the children’s literacy charity, Beanstalk.
07/31/2014
Wealth & Investment reported strong growth in operating profit.
07/31/2014
The Group has a rock-solid balance sheet with high solvency and significant liquidity reserves. Serving the needs of clients all over the world, the Group plays an active role in financing the economy and is preparing the bank for the future.”
07/30/2014
Wealth advisory firm buys investment advisor
Financial terms of the deal were not released Tuesday.
07/30/2014
“This has somehow create an awareness among the foreign investors to do so as they are convinced with the Islamic version to secure their properties,” he told Bernama in an interview recently.
07/30/2014
Barclays' six monthly pre-tax profits have fallen after investment bank revenue fell.
07/30/2014
Net new money at the Zurich-based firm for the first half of the year was zero, as modest gains at its private bank were cancelled out by outflows at Vontobel's asset management arm.
07/30/2014
Heartwood breaches £2bn asset landmark
Heartwood’s client base has grown across its private client, charity and intermediary divisions, with total inflows of over £600 million over the past 12 months. New business was generated primarily through referrals.
07/30/2014
World class international musicians are in Jersey this week to perform along with some of the world’s leading music college students as part of the Jersey International Masterclasses.
07/30/2014
Leading firm of independent wealth managers joins MCA
As the chosen partner of over 18,500 global clients, both large and small, Deltek's industry expertise and purpose-built solutions enable consulting firms to optimise their business processes and be competitive in today's global market.
07/29/2014
The Getty Foundation has announced that the 2014 edition of the J.Paul Getty Prize for achievements in philanthropy and conservation, is to go to Lord Jacob Rothschild.
07/29/2014
At the start of the third quarter of 2014, many of the underlying challenges and geopolitical issues that we have previously highlighted remain
07/29/2014
Income before income taxes (IBIT) of EUR 917 million, an increase of 16% from 2Q2013