Markets
Profiles - January 2012RSS
Charles Stanley targets disillusioned clients with platform launch
The private client stockbroker has teamed up with product aggregator All My Plan for a platform launch targeting clients who have become disillusioned with their adviser.
Brewin Dolphin names ex M&G fund manager as Taunton head
Chris Rew, who has managed pension and charity money for M&G and F&C during his career, will replace Terry Leach has head of its Taunton branch.
Wealth Manager Profile: the secret behind Credo's success
Since taking over Credo in 2005, Roy Ettlinger staff has doubled staff numbers to 70 across four offices and assets under management have risen more than fourfold, from £300 million to £1.3 billion
Brewin’s Aberdeen office hit by five redundancies
Brewin Dolphin has made five lay-offs at its northerly outpost.
UK wealth industry pays £7.6 billion in tax
Research from Scorpio Partnership has underlined the importance of the wealth industry to the UK with its £30 billion revenue generation contributing to 1% of GDP.
Quilter pledges no job cuts as it embarks on new era
The wealth manager has no intention of cutting jobs as it outlines an ambitious growth plan after teaming up with private equity firm Bridgepoint.
Southwest's best: 20 wealth stars from Bristol to Exeter
The Southwest is a key UK wealth hub and we highlight 20 managers who have made a name for themselves in this fiercely competitive landscape.
Morgan Stanley sells Quilter to Bridgepoint
(Update) Morgan Stanley Smith Barney has agreed to sell Quilter private equity group Bridgepoint, in partnership with the Quilter management team led by Martin Baines, Stephen Vakil and Terry Wade.
Sanlam remains on buy trail with double IFA swoop
Sanlam Private Wealth has continued its run of acquisitions with the purchase of two more client banks from IFA firms looking to exit the industry.
Brooks Macdonald hits £3 billion
The acquisition of the Clark Willmott investment team in the final quarter of 2011 helped the wealth manager reach the landmark.
Stuart Fowler: protecting wealth with so few safe havens
'The most vital responsibility we have to clients is to ensure their family's capital can survive the worst the economy can throw at them, says the Stuart Fowler.
Iveagh launches into Northern Ireland
The Guinness family office has launched its investment proposition into Northern Ireland.
Wealth firms wrestle to raise profile in regulatory waters
As margins come pressure like never before, Wealth managers are increasingly looking to marketing to boost AUM.
Raymond James goes it alone after buying out Killik
Raymond James Investment Services has closed out its relationship with its founding partner with its parent buying out Killik's 25% stake in the firm.
Wealth Manager: Quilter explains how it has kept continuity through changing hands
While Quilter can trace its heritage back to 1777, its parent company has changed a number of times.
Signia hires UBS Wealth star King in Birmingham push
The ambitious wealth manager has appointed UBS Wealth executive director Martin King to head up the new office.
Wealth Manager: Dalton Strategic explains its succession plan
Dalton Strategic's Andrea Di Nisio and Neill Blanks fill us in on the company's future following the death of Andrew Dalton.
Brown Shipley appoints Manchester head for north west push
Brown Shipley has handed Julian Hardiman the newly appointed title of head of private banking at its Manchester office as it looks to grow its presence in the north west.
WH Ireland set to go on front foot with regional push
The Manchester-based wealth firm is considering local initiatives as it continues on the path to recovery.
Alex Salmond unveils Barclays Wealth Edinburgh office
Scotland's first minister marked the upgrade of the office which gives Barclays Wealth more scope to make hires in the Scottish Capital.
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Omam's Stewart Cowley on the domino effect of a Greek exit
Greece set for hyper inflated Drachma
