11/13/2013

Broker snaps up John Redwood boutique

Charles Stanley Group PLC announces that it has exchanged contracts to acquire the entire issued share capital of Evercore Pan Asset Capital Management Limited

11/12/2013

Liontrust's profits surge by 326% as inflows spike upwards

Assets under management reached £3.4 billion at the end of September, up from £2.4 billion year-on-year with the £315 million net inflow a massive surge from the £189 million it attracted in the same period last year.

11/12/2013

Marketing to HNW clients

Most private banks do not offer a comprehensive financial planning service. Solutions tend to be purely product or investment-led, with little regard for the client’s long-term financial plan.

11/12/2013

Chase de Vere moves into the HNW market

National advisory firm Chase de Vere has created a specialist division to service high-net-worth individuals, promoting Darren Pearce as head of the team.