10/07/2012
Paradigm to launch asset management business
Advisers in the Paradigm Partners network who choose to become restricted after the retail distribution review
Wealth and Asset Management
10/07/2012
Seven IM targets £600k annual savings as it converts to LLP
The change to a LLP, which is subject to regulatory approval, is expected to be completed by the start of next year, with around 25% of staff becoming partners under the new structure.
10/04/2012
Standard gains access to one million clients with RBS deal
Standard Life group has announced a five-year platform distribution deal with RBS.
10/04/2012
U.S. broker defections shift $86 billion in assets in 2012
Some veteran advisers say they feel less tied to their firms after they were swallowed up by big banks and other Wall Street nameplates.
10/04/2012
Ex-Brooks Macdonald duo join forces to launch wealth firm
‘We have already taken on a fair number of clients and expect to be cashflow neutral or positive by January,’ Keen said.
10/04/2012
Rothschild Europe partners with University of Parma to monitor real estate
According to the partnership, the two institutions will publish reports on the performance of real estate funds domiciled in Italy.
10/04/2012
Morgan Stanley: 'We have too many overpaid bankers'
The comments from Mr Gorman comes on the eve of third-quarter results from Wall Street which are expected to underline the pressures revenues at banks remain under.
10/04/2012
Benefits of Multidiscipline Practices to Clients and Advisors - RESEARCH
NFP Advisor Services Group has published the results of a study identifying the benefits of multidiscipline practices (MDP) to clients and advisors, and exploring the unique obstacles that these practices must overcome to achieve success.
10/03/2012
TIAA-CREF Trust Company Selects Citi’s award-winning wealth management solution
Citi’s OpenWealth delivers a full suite of wealth management investment services solutions.
10/03/2012
RBC Global Asset Management announces September funds sales
Sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC).
10/03/2012
Millionaire Spotting – What Sets Them Apart from Other Investors?
Latest research from Phoenix Marketing International profiles the breadth of financial holdings of millionaires in the UK.
10/03/2012
Credit Suisse Advances to No 2 Prime Broker Worldwide
Credit Suisse has announce that it is now the second-largest prime broker globally, as recognized in the 2012 Hedge Fund Intelligence survey of assets in prime brokerage.
10/03/2012
netwealth launches global trading on platforms
Independently owned platform provider netwealth has launched an international securities offering that gives access to securities listed on 10 global exchanges to retail investors via its Wrap and Superannuation platforms.
10/03/2012
Business from Ultra Wealthy Asian Clients Grows at Citi
Increasing wealth in Asia has lifted the fortunes of Citi Private Bank's fledgling North America Asian Clients Group.
10/03/2012
Hargreaves Lansdown dominates the What Investment Readers' Awards 2012
Hargreaves Lansdown has swept aside all opposition in this year’s What Investment Readers’ Awards, netting a hat-trick of titles.
10/03/2012
Swiss wealth management boutique to acquire Clariden Leu (Europe)
The purchase price for the transaction will not be disclosed.
10/03/2012
Reading-based wealth management firm gets FSA OK
Mr Ronaldson said: “The initial acquisitions are proof of the strength of our proposition and a testament to the quality of the client-facing process that we have been building since we announced our formation and funding back in May.”
10/03/2012
Lloyds Remains Committed to Swiss Wealth Hub as Assets Decline
“Switzerland is a strategic priority, and it’s somewhere where we are investing,” Galley, who is based in Geneva, told reporters in Nyon, Switzerland today. “We’re not struggling at all.”
10/03/2012
Fiera acquires SG Private Banking subsidiary
The acquisition, which is expected to be immediately accretive to earnings, solidifies Fiera's position as one of Canada's fastest growing investment managers, with assets under management of $55 billion.
10/03/2012
UK Private Bank Joins London Stock Exchange
As a non-direct member firm Arbuthnot Latham will benefit from access to a network of major international financial organisations and listed companies.