Wealth Management
Wealth Management
Investec Wealth & Investment is to launch an online simplified advice service later this year and has appointed Jane Warren to oversee the launch.
31 March 2015
•
Wealth Management
Wealth management firms are facing more serious consequences from a failure to meet suitability requirements as the regulator puts practices under fresh scrutiny.
30 March 2015
•
3 min read
Wealth Management
Swiss private bank Union Bancaire Privée (UBP) has agreed a deal to buy the international arm of Coutts from the Royal Bank of Scotland.
27 March 2015
•
Wealth Management
Old Mutual Wealth has hired Openwork's chief executive Mary-Anne McIntyre as chief distribution officer.
19 March 2015
•
Advisory
Changes to regulatory authorisation procedures is to affect the acquisition-led strategy of wealth firm consolidator AFH Financial, the company has said.
16 March 2015
•
1 min read
Wealth Management
Towry has increased its offer for Ashcourt Rowan to £120m, a move which is understood to have been prompted by rival bidders circling the firm.
12 March 2015
•
Wealth Management
Three members of senior staff at Ashcourt Rowan are to exit as its takeover by Towry is finalised.
12 March 2015
•
Wealth Management
Wealth manager Brooks Macdonald expects its funds business to break even in the second half of its financial year, and will turn a profit for the first time in 2015-16.
11 March 2015
•
Advisory
Charles Stanley is to offload its securities business, with the likes of Cantor Fitzgerald and Panmure Gordon set to be beaten to the deal by US firm Stifel Financial.
10 March 2015
•
