Unexpected Mifid costs hit profits at WH Ireland
Unexpected costs in implementing Mifid II changes have hit profits at WH Ireland over the past year despite revenue improving, the firm said on Friday.
Unexpected costs in implementing Mifid II changes have hit profits at WH Ireland over the past year despite revenue improving, the firm said on Friday.
Old Mutual Wealth is to be renamed Quilter PLC once its managed separation from the wider Old Mutual group completes next year.
Former SAGA boss Stuart Howard has joined boutique wealth manager Lockhart Capital Management as a non-executive chairman.
St James’s Place has brought in managers from Schroders and Select Equity Group to run funds amid a raft of changes to its investment offering coming into force in November.
Tilney Group has strengthened its investment research team with the appointment of a senior fund analyst.
Banque Transatlantique, part of French banking group Crédit Mutuel-CM11, is launching a wealth management business in the UK.
Brown Shipley has added to its Edinburgh office in a fresh push to expand its wealth management services.
Wealth firm Andrews Gwynne has branded demand for some bond products “mad” and a sign of how extreme markets have become.
Mattioli Woods’ total revenue broke through the £50m mark in 2017, as the specialist wealth manager confirmed that M&A remains a “core part of its growth strategy.”
UK high street bank Lloyds, which owns Scottish Widows, may be about to announce a major push into pension and investment products as part of a three-year growth plan.
As St James’s Place Wealth suffers another week of grim headlines about its charges and advice model, is now the time for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader?
Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.