Wealth Management
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
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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
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Wealth Management
Three members of senior staff at Ashcourt Rowan are to exit as its takeover by Towry is finalised.
12 March 2015
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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
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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
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Insurance
Prudential chief executive Tidjane Thiam has been named as the surprise new head of Credit Suisse.
10 March 2015
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Wealth Management
Walker Crips has acquired wealth firm Barker Poland Asset Management (BPAM) in a deal which will add £230m to its assets under management.
09 March 2015
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Advisory
The term ‘robo-advisor' has been around in the US for the past six or seven years. It usually refers to online investment management sites that run portfolios through unique algorithms or, to put it another way, take the human element out of investing....
09 March 2015
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Wealth Management
Signia Wealth has hired three former employees to form a new senior management team as CIO Chris Godding and investment strategist Gautam Batra depart the business.
06 March 2015
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