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.
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.
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.
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.
Thesis Asset Management has unveiled a service aimed at wealth firms looking to strengthen their relationships with professional services companies.
Shares in St James’s Place have become the fifth most popular stock to buy among UK equity fund managers in the past month, compared with a position of 14th over the past year, as the wealth manager goes from strength to strength.
Accountancy firm Sedulo has launched a wealth management arm offering holistic financial advice, bucking the recent trend of accountancy firms exiting the advice market following the implementation of RDR.
Deutsche Asset & Wealth Management has recruited Vinit Sahni to its London office to expand its offering for ultra-high-net-worth clients.
Wealth manager ACPI has made two senior appointments as it looks to develop its core private client and fixed income offerings.
New kids on the block they may be, but founders of London Wall Partners Nick Fletcher and Jeremy Beckwith have big ideas for their fledgling business in the City, believing they are best placed to give clients what they need post-RDR.
Société Générale Private Banking Hambros has made three new hires to expand its UK private banking and wealth management business.
Rothschild names its new head of UK wealth managament as part of an internal management restructure.
A supplement in one of the Sunday papers included articles on ‘wealth management’ and ‘spread betting’ under the same ‘smart investing’ heading, something that can only set the wealth management industry back in the eyes of its readers.