07/02/2014
Not every online investment manager is a robo-adviser
People who invest through these firms may be looking for a different experience
Wealth and Asset Management
07/02/2014
Bethmann Bank to extend services to EAMs
Frankfurt-based Bethmann Bank has announced that it will extend its existing range of services to external asset managers (EAMs).
07/02/2014
Ashcourt Rowan underlying earnings up
Revenue was down at £31.5m from £32.6m but underlying earnings before interest, tax, depreciation and amortisation rose to £3.78m from £2.76m and the pre-tax loss of £2.0m was down from £2.5m last time.
07/02/2014
Mattioli Woods reveals client assets up 27%
These are significant milestones, marking the next phase in our development as a 21st century financial services business
07/02/2014
Plymouth wealth management firms merge
The business now has nine qualified and independent advisers
07/02/2014
Russians in the City London Club opens its branch in Moscow
In London the Club bands Russian-speaking professionals in finance industry: lawyers, bankers, sales and IT specialists.
07/02/2014
China Merchants Bank plans Luxembourg branch
From there, they manage a European network and help Chinese clients in their European trade deals and investments.
07/02/2014
Close Brothers Asset Management launches second ‘Future Leaders Programme’ to support the next generation
Designed to pass on knowledge and insight to talented youngsters, participants will tackle philanthropic challenges and business strategy planning activities as well as cultivating important professional skills, such as presenting.
07/02/2014
WH Ireland expands wealth management division
WH Ireland has unveiled plans to open a new Milton Keynes office in an expansion of its wealth management division.
07/02/2014
Wealth management service launches largeting expats
A new service aims to help expatriate clients, foreigners living in the US and US citizens living abroad to manage their investments and tax considerations.
07/02/2014
The Meaning of Wealth in the 21st Century: Unlocking the secrets of successful families
'Wealth matters because of what you can do with it.'
07/02/2014
How to become a NISA Millionaire starting today by Brewin Dolphin
The wealth manager has revealed that it already has 15 ‘Isa millionaire’ clients, whose Isa pots have broken the magic million pound barrier. A further 40 have assets in ISAs of well over £750,000.
07/02/2014
Profits at private bank rise to £16.5m
The bank's return to robust health saw bad debts fall from £7m to £1m last year and enabled it to pay a £25m dividend to its taxpayer-owned parent.
07/02/2014
Deutsche and BNY strike outsourcing deal
DeAWM in exclusive talks to outsource fund administration services to BNY Mellon, o
07/01/2014
Ex-Rathbones boss Pomfret takes Thai adventure on Aberdeen trus
Pomfret stood down as Rathbones chief executive in February after 10 years at the helm. Under his watch assets under management at the wealth firm rose from £5 billion to £22 billion.
07/01/2014
Standard Life Investments confirms £390m Ignis takeover
Standard Life Investments’ intention to acquire Ignis Asset Management was announced on 26th March 2014.
07/01/2014
IPE Top 400: SEB Wealth Management takes top spot in Nordic region
Sweden’s SEB Wealth Management has moved up IPE’s global ranking of the 2014 Top 400 Asset Managers survey to take 69th place
07/01/2014
Property fund inflows hit 2009 peak
Investors continued to pour money into equity funds at a rapid pace in May despite peaky looking valuations, with £588 million of net new money committed.
07/01/2014
Old Mutual Wealth completes Intrinsic buyout
Group confirms ‘significant milestone’ as it buys up restricted advice network as part of chief executive Paul Feeney’s plan for company.
06/30/2014
Smith & Williamson launches new ‘SVS’ trading name
Group’s fund administration business will now have two trading names for clients to choose from.