08/15/2014
Ashcourt Rowan Sipp book sale hot on heels of FCA policy review
Ashcourt Rowan acquired these companies as part of its purchase of Leeds-based UK Wealth Management in May.
Wealth and Asset Management
08/15/2014
Quilter Cheviot sees Leeds and Newcastle opportunity
We have got genuine scope for expansion in the regions, it’s a core part of what we do.’
08/15/2014
Sheriar Bradbury: Why aren't IFAs heard?
The advice profession needs a strong, unified voice in order to get a 'seat at the top table' of financial services
08/14/2014
Wealth adviser launches with $650M in assets under management
Five former Morgan Stanley financial advisers have formed Encompass Wealth Advisors, a wealth management firm that opens its doors with nearly $650 million in assets under management.
08/14/2014
Swiss Banks Return To The United States
A handful of Swiss banking institutes have started to re-engage with the United States off-shore market entirely within the law
08/14/2014
HSBC joins RBS in £7.1m payout to bosses to dodge bonus cap
British regulators had joined banks in campaigning against the bonus caps – they fear that if British banks cannot pay as much as US and Asian rivals, the best bankers will quit.
08/14/2014
Banque CIC Suisse Sees Buy Opportunity in African Bank Debt
As African Bank Investments Ltd. (ABL)’s bondholders calculate losses after a central-bank rescue of the South African lender that includes a debt write-down, Banque CIC Suisse sees a buying opportunity.
08/14/2014
Partnership turns to Rothschild as annuity sales slump
‘Partnership will benefit from Rothschild's extensive experience of managing this asset class and Rothschild will co-invest alongside Partnership,’ the group told the stockmarket.
08/14/2014
Wealth Management’s Profitless Boom Time by Phil Banas
Wealth management is booming, but business is about growing profits, not just revenues
08/14/2014
Adam & Co to close Manchester office
He also added there are no plans to drop the Adam & Company brand.
08/14/2014
Brewin chair backs business with £29,000 stake
Miller acquired 10,000 shares
08/14/2014
Barings' Duncan Goodwin Exits Precious Metals
Barings recently stated it preferred investment in the equities of resources companies rather than physical commodities. It also altered the benchmark of the fund.
08/14/2014
Just say the name 'Rothschild' and you'll open any conversation up to a world of wealth, power, and dynastic conspiracy theories
How The Rothschilds Created Modern Finance And A Vast Fortune That Has Lasted For Centuries
08/13/2014
Private clients advised to reduce UK and European equities
The Committee’s recommendation is that funds withdrawn from equities are held in cash.
08/13/2014
Northern Trust preps for another 125 years
Northern Trust, marking its 125th anniversary, faces new challenges
08/13/2014
Five wealth managers reveal their top investment trust picks
The buoyant equity market is providing opportunities for realisations from private equity assets
08/13/2014
ABA Launches New Wealth Management and Trust Online Training Courses
Well-trained advisors help elevate team performance and provide future leadership within the bank
08/13/2014
UBS Wealth Americas laying off about 75 broker aides
The layoffs began about a week ago and are ongoing
08/13/2014
Swiss Banks Return To The United States
Switzerland is one of the most successful and stable economies in the world
08/13/2014
Dundee IFA sets sights on expansion to buoy offshore offering
Dundee-based Verus Wealth is seeking to recruit staff to buoy a new service aimed at offshore contractors.