04/08/2014
Brewin Dolphin shuts two offices for Bournemouth launch
The announcement is the latest episode in the ongoing rationalisation of Brewin regional network
04/08/2014
The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective.
04/08/2014
Typically HNW individuals are active asset managers
04/07/2014
This increases its nationwide footprint to 17 offices and its assets to over GBP5 billion, of which GBP2.2 billion is discretionary and managed.
04/07/2014
Wealth manager swoops on London-based IFA firm
A wealth management firm in Cheltenham has sealed a deal to buy a London-based independent financial advisory firm.
04/07/2014
Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.
04/07/2014
Former ABN Amro Group NV Netherlands Chief Executive Officer, his wife and a daughter were found dead at their home yesterday after a possible “family tragedy”
04/06/2014
Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.
04/06/2014
The changes in pensions legislation, which were announced by Chancellor George Osborne in the recent Budget
04/06/2014
U.S. Investment Firms Offer Funds to Companies as Continent's Lenders Pull Back
04/04/2014
Switzerland’s third-largest wealth manager Seeks Deals to Tap Latin American Millionaires
Switzerland’s third-largest wealth manager, is searching for deals in Latin America where millionaires are increasingly banking onshore.
04/04/2014
Vestra targets northern team hire and Dublin for expansion
Vestra is looking to recruit a team of private client managers in the north of England or the Midlands and has longer-term plans to open an office in Dublin.
04/04/2014
Rothschild edges closer to assets under management target
Edmond de Rothschild said it had increased its assets under management and operating profit last year
04/04/2014
DBS-SG deal could spark trend: Scorpio
DBS’s purchase of Société Générale’s Asia private banking business could presage similar east-west tie-ups, says consultancy Scorpio Partnership.
04/04/2014
Star investor Neil Woodford will take three mandates with combined assets of £3.65 billion to Oakley Capital Management
04/04/2014
Hampden lends backing to new private bank
The veteran banker, who had sought a major investor to lend a suitably Scottish name to his Scoban venture, has attracted insurance and financial services group Hampden, the largest priv-ate capital adviser at Lloyds.
04/04/2014
Luminaries from the private wealth management industry honoured outstanding practitioners last night at the inaugural Switzerland & Liechtenstein WealthBriefing awards, held in Geneva.
04/04/2014
Wealth firm raises £1.6m to fuel acquisition spree
The financial advisory and discretionary wealth firm told the market it had received commitments to subscribe for a total 1,157,854 shares of 10p in the company at a price of 140p per share.
04/04/2014
The six quit Brewin last March to join Charles Stanley and launched a Leicester office for the company.
04/04/2014
Barclays hit with departures of international advisers
Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business