Wealth Management

  • Schroders reports record 41pc profits

    Schroders reports record 41pc profits

    Last year was a boom year for the company as it reported a 41% hike in profits before tax.

  • International equities on the rise

    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.

  • James Powell joins RiverPeak Wealth

    James Powell joins RiverPeak Wealth

    Newly-launched RiverPeak Wealth has announced its managing director, James Powell.

  • Ex Banque Havilland director opens RiverPeak

    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.

  • Five clients you wish you had

    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!

  • James Hambro hires Towry financial planning expert

    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.

  • pa analysis seven traits successful wealth manager

    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.

  • Rathbones considers appeal in Jersey trust battle

    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.

  • Thesis AM tie-ups wealth firms

    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.

  • st james place climbs ranks

    st james place climbs ranks

    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.

  • Sedulo launches wealth management service

    Sedulo launches wealth management service

    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 expands UHNW team

    Deutsche expands UHNW team

    Deutsche Asset & Wealth Management has recruited Vinit Sahni to its London office to expand its offering for ultra-high-net-worth clients.