Investec reports 4bn in combined full year inflows
Reporting a 6% jump in operating profit for the year to end March 2014, Investec said its wealth and investment business grow just over 30%.
Wealth Management
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Survey finds rising ire at wealth management fees
Survey indicates wealth management clients may be growing less tolerant of fee levels
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Biggest issues facing wealth managers today
Falling adviser numbers and an advice gap are just two of the wave of changes that are uppermost in wealth managers minds, according to research company Aite Group.
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Schroders reports record 41pc profits
Last year was a boom year for the company as it reported a 41% hike in profits before tax.
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International equities on the rise
Latest cash flow statistics indicate that international equities are the preferred choice for investors, while interest in UK equities is lagging.
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James Powell joins RiverPeak Wealth
Newly-launched RiverPeak Wealth has announced its managing director, James Powell.
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Ex Banque Havilland director opens RiverPeak
Former Banque Havilland head of private banking Nick Parker has launched a new firm targeting wealth management clients in London and the South East, RiverPeak Wealth.
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Five clients you wish you had
From Saudi billionaires with a keen eye for spotting the next big investment, to up and coming musicians, we highlight five wealthy individuals from around the globe as the clients you wish you had!
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James Hambro hires Towry financial planning expert
Simon Brookes has joined James Hambro & Company as a director, taking responsibility for James Hambro & Partners financial planning clients alongside the team led by Charles Calkin.
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pa analysis seven traits successful wealth manager
One consequence of RDR is that wealth managers are having to calculate the value of the service they offer clients, add on a healthy margin, and then charge their clients accordingly – and it is not as easy as it sounds.
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Rathbones considers appeal in Jersey trust battle
Rathbone Brothers is deciding whether or not to lodge an appeal after a legal battle against a former employee and director drew to a close.
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Thesis AM tie-ups wealth firms
Thesis Asset Management has unveiled a service aimed at wealth firms looking to strengthen their relationships with professional services companies.