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.
04/25/2014
Toronto-based bank seeks to boost earnings from wealth management
The bank's retail brokerage, asset management and private wealth management businesses generated $392 million in adjusted earnings last year, or 11 per cent of the bank's total adjusted profits.
04/24/2014
Schroders is unlikely to become an ‘acquisition machine’ following its purchase of Cazenov
04/24/2014
Raymond James has been making a strong recruiting push
04/24/2014
St James’s Place reported that it had been ‘considering the addition of a complementary global strategy that would enable Dan and David to continue to manage the fund whilst catering for the anticipated future growth in assets under management
04/24/2014
Firms are upping their game on the recruitment front
04/24/2014
Schroders has moved to close two of its funds, owing to their small assets under management
04/24/2014
GSAM has also launched an Advanced Beta Strategies platform