08/01/2013
Law firm acquires financial advice business
In acquiring Capricorn, ILH will also buy The Pentad Group
Wealth and Asset Management
08/01/2013
Wealth Adviser Special Report: Jersey Wealth Management Services 2013
This Wealth Adviser Special Report highlights how Jersey's wealth managers and government are attracting a share of the rapid, global growth in wealth with a raft of initiatives, from infrastructure investment to taking on new technology to help serv
08/01/2013
BofA Set To Jack Up Fees For Thousands Of Brokerage Account Holders
The move comes as big brokerage firms struggle to make up for lost assets during the recession
08/01/2013
Q2 2013 Private Client Indices
The Q2 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.
08/01/2013
HSBC Private Bank shuts UK immigration service on low client retention
The desk provided visa fast-tracking and advice services for overseas investors with more than £1 million under their possession in the UK
08/01/2013
Axa Wealth sales up 68% to £2.5bn
Sales on the Elevate platform rose by 52%, from £622m to £945m while assets under management increased by 48% from £4.3bn to £6.4bn.
07/31/2013
SocGen second-quarter profit more than doubles
Quarterly net income soared to 955 million euros (837.50 million pounds) from 436 million in the year-ago period, while revenue slipped 0.6 percent to 6.23 billion, the bank said on Thursday.
07/31/2013
Attracting Ultra-Wealthy International Clients
An RBC Wealth Management advisor based in New York, had a busy practice helping executives of public companies
07/31/2013
Consultation launches on bankers bonuses
The European Banking Authority (EBA) has launched a consultation on the different tools that banks can use to meet the standards of the bankers’ bonus cap legislation.
07/31/2013
Wilcocks & Associates targets £100m of funds under management
He and Mr Wilcocks were former colleagues in the wealth management division of Barclays and Mr Duddridge has extensive financial sector expertise.
07/31/2013
Wrexham-based Hadlow Edwards Wealth Management opens new office in Chester
The official launch of the office was conducted by St James’s Place Wealth Management’s executive director for the North West and North Wales, Matt Quinn.
07/31/2013
Specialist wealth management firm launches in UK
They adopt a new-model of investing
07/31/2013
Investec posts flat operating profit
This Interim Management Statement is issued by Investec in accordance with the UK Listing Authority's Disclosure and Transparency Rules.
07/30/2013
SJP tipped to pick up orphan clients in RDR world
Stable bull markets have helped SJP achieve exceptional results
07/30/2013
Brewin Dolphin reports good performance in the third quarter
The Group recorded a good performance in the third quarter to 30 June 2013.
07/30/2013
St James's Place hikes dividend 50 pct as sales rise
Net inflow of funds under management of £1.99 billion (2012: £1.51 billion) up 32%
07/30/2013
Vontobel's asset, wealth management drive profit rise
The Swiss bank said asset management and private banking together contributed two thirds of total profits, almost doubling in two years as Vontobel seeks to be less reliant on its investment banking business.
07/30/2013
BNP Paribas Second Quarter Profit Falls 5%
Stable and resilient revenues: Q2 2013 revenues were €9.9 bn, down 1.8% vs Q2 2012, but revenues stable at operating divisions level
07/30/2013
F&C sees profit rise on cost-cutting drive
Net revenue increased by 4.8% to £126.1M
07/30/2013
Wealth managers neglecting clients
The number of people looking for a new wealth manager because their existing adviser is neglecting them has doubled in a year.