wealth management

Wealth manager Syndicate Asset Management has promoted Christopher Jeffreys to its newly created Group Executive Committee ("GEC") as director of asset management.

Wealth manager Heartwood has launched its investment management arm as a separate division as it looks to enter the "new and larger league" of investment managers.

The world's wealthy believe they can more than triple their wealth within 10 years, requiring compound annual returns just over 12%, according to research.

Chris Pitt, senior management consultant at 1st Exchange & N4, discusses why adding a wealth management arm is the wise decision for the savvy adviser.

Employee benefit consultancy Jardine Lloyd Thompson (JLT) has unveiled a new wealth management offering merging its existing services with those of latest acquisition iimia Wealth Management.

Wealth levels per person in the UK hit their lowest level for five years in 2008 as a result of the financial crisis, although they have since rebounded.

Many wealth managers are lacking the required qualifications to meet RDR standards and are confused about 'independent' and 'restricted' advice labels, research suggests.

Bestinvest has selected SEI to provide its Global Wealth Services (GWS) offering.

Societe Generale Private Banking (SGPB) Hambros has launched a new platform for intermediaries offering investment and private banking support for high net worth clients.

Newly-launched wealth management boutique Yellow Capital says the RDR has "scared the living daylights" out of advisers and has set out plans to acquire IFA businesses exiting the market.