Mid-cap bias behind White List reshuffle
The strong performance of small and mid cap stocks helped push those income funds that focus on that side of the market to the top of the Sanlam White List.
Wealth
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Investec throws its hat into simplified
Investec Wealth & Investment has hired Jane Warren to spearhead its drive into the online simplified advice business.
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Julius Baer poaches Barclays
Swiss banking group Julius Baer has appointment two senior Barclays Wealth figures to its UK team as it looks to offer wealth management services to north-west England.
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Bonnor Moris WM profile
From seeing first-hand the impact of the financial crisis, Newscape Capital Group’s multi-asset head, Richard Bonner-Moris, knows the importance of making sure the models work.
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Technology and the client of the future
In part two of the interview with Annamaria Koerling, head of wealth management at C Hoare & Co, discusses why she expects to continue to see growth in the number of clients coming from the entrepreneurial sector and from outside of the UK.
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Axa Wealth to launch reform ready pension plan
Axa Wealth is to capitalise on the upcoming UK pension reforms by launching a plan which combines the benefits of an annuity and an income drawdown product.
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Old Mutual Wealth buys Quilter Cheviot for 585m
In an effort to bulk up its offering to high net worth clients, Old Mutual Wealth has agreed to buy discretionary manager Quilter Cheviot for £585m.
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Barclays Wealth chief exec Peter Horrell quits
After only a year in his role as chief executive at Barclays Wealth and Investment Management, Peter Horrell has left the firm.
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Attivo on the growth path
Acquisitive wealth manager Attivo Group has hired John Hayden to spearhead its strategic growth initiatives.
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Skandias WealthSelect fund prices disclosed
After first unveiling the restricted range of 56 funds, Skandia has now disclosed the annual management charge on these.
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Barclays WIM grows client assets 10percent
According to the group’s final results to 31 December 2013, the division now has client assets of £204.8bn, up from £186bn for the previous year. Both its total and net operating income figures were largely flat, with a 4% decline in net operating income, to just more than £1.7bn. Total operating expenses were 21% higher…
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European wealth managed by 3 firms
Wealthier clients use a greater number of advice firms
