05/01/2014
JP Morgan pushes for market share following sales team restructure
JP Morgan Asset Management head of UK field sales Mike Parsons has spent much of the past year realigning the company’s sales team and expanding its product range to meet the changing demands of the post-RDR market.
05/01/2014
St James’s Place has “nothing to fear” about a forthcoming FCA thematic review into conflicts of interest at firms that recommend in-house funds, David Bellamy has said.
05/01/2014
Cirilium is an investment joint venture between Henderson and adviser network Intrinsic
05/01/2014
Swiss Private Bank bars staff from entering France - report
Investigating over allegations it illegally sold products to avoid French taxes
05/01/2014
Manulife Financial Corp said on Thursday its first-quarter profit rose by more than 50 percent as a stronger investment performance and higher wealth management fees more than offset weaker insurance sales, but the results just missed analysts' estim
05/01/2014
French judicial authorities are investigating UBS over allegations it illegally sold products designed to avoid French taxes.
05/01/2014
J. P. Morgan Asset Management is announcing a major upgrade to Target Date Compass, the groundbreaking tool that advisors use to help plan sponsors make informed target date fund selections.
05/01/2014
Bertarelli family-backed Northill Capital acquires majority interest in Longview Partners
Longview Partners is a specialist asset management firm focused on global equities portfolio management, based in London and Guernsey.
04/30/2014
Much of the remainder either reported running down equity allocations or reorientating exposure toward lower-beta areas of the equity markets.
04/30/2014
As offshore becomes a dirty word in wealth management globally, a report published on Tuesday from Aite Group shows who’s who in offshore wealth for the world’s wealthy.
04/30/2014
Excellent fit of advisory business for UHNW private clients across EMEA and Latin America
04/30/2014
Property company owned by one of Britain's richest men is worried the high-end residential market is overheating
04/30/2014
Wealth manager snaps up Shropshire IFA
Midlands-based BRI Wealth Management plc has acquired Bridgnorth-based financial planner Walter & Co Financial Planning Ltd for an undisclosed sum.
04/30/2014
FTSE 250 wealth management company announces extended partnership with Lacrosse Scotland
The FTSE 250 wealth management company announces its extended partnership with Lacrosse Scotland until 2017.
04/30/2014
BlackRock’s two China exchange traded funds just got some serious competition, this time from the Germans.
04/29/2014
RBC wealth focuses on adviser growth, not acquisitions
Royal Bank of Canada's wealth management division has firm targets for growth, aiming to add both advisers and assets every year
04/29/2014
Wealth exit fees on FCA radar
On a £500,000 portfolio this would equate to £30,000
04/29/2014
C. Hoare & Co gains corporate chartered status
C. Hoare & Co has attained corporate financial planner status from the Chartered Institute of Insurance (CII).
04/29/2014
Deutsche Bank Q1 Profit Declines
However, Private & Business Clients segment's profit was benefited by a one-time gain on disposal and increased investment product revenues, and Global Transaction Banking's profit growth largely reflected lower provisions for credit losses,
04/29/2014
Retail boost helps St James's Place start 2014 strongly
Demand for advice, combined with flows into the funds of its partners, meant the firm was "well placed to maintain momentum in our business in line with our medium-term growth objectives", said Chief Executive David Bellamy.