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.
04/29/2014
Standard Chartered Hong Kong has unveiled its new landmark Wealth Management Centre at the Forum in Exchange Square in Central
04/29/2014
Investment banking was strong
04/29/2014
Founded in 2003, Asian and global-focused Veritas has established a strong reputation through the management of long-only and long-short mandates and controls £10 billion in assets.
04/28/2014
Saving the family fortune: Evercore manager spells it out
We are locking down as much as we can
04/28/2014
Offshore: Get the London look
The City’s halfway-house location and diverse market is drawing new offshore players – including litigators
04/28/2014
Leading wealth manager attacks confusion over Scottish 'Yes' vote
The company points out in today’s Telegraph that it is already experiencing difficulty in managing portfolios.
04/28/2014
Firm lets rich use yachts, wine and cars to secure loans
New peer-to-peer lending service for wealthy will offer loans of up to £1m
04/28/2014
Financial entrepreneur to launch new loans company aimed at Britain’s super rich
Pawn your Bugatti if you want to raise a fast £100k
04/28/2014
Towry to buy Baker Tilly advice arm... again
RSM, which had made losses over several years, was acquired by Baker Tilly last year.
04/28/2014
A Bristol based rising star has been named in Citywire’s Top 30 Under 30.
04/25/2014
Today’s financial advisor faces myriad challenges.
04/25/2014
Rudolf Hauser of Pictet talks to AsianInvestor about what family offices in Asia are looking for, and their high demand for transparency on costs.