A transformational year for Heartwood Wealth 08:00 GMT More evidence of the transformational effect that Handelsbanken’s ownership is having on Heartwood Wealth Management is shown in the latest annual report and accounts posted by the London-based wealth management firm.
A changing revenue mix helps boost Smith and Williamson 05/10/2015 Founded in Glasgow in 1881 London-based Smith and Williamson provides further evidence of the heterogeneous nature of the UK wealth management market and the difficulty of making inter-firm comparisons. For Smith and Williamson encapsulates accountancy, tax and business services as well as investment and banking, a range of functions that makes it unique within the UK market.
Old Mutual's Quilter Cheviot purchase in historical perspective 02/10/2015 Reporting Quilter Cheviot’s 2014 results may, at first sight, appear slightly bizarre. After all the London-based discretionary asset management firm is now a wholly-owned subsidiary of Old Mutual, the Anglo South African financial services group and featured in the latter’s interim results delivered back in August. For the record Quilter Cheviot reported a pre-tax profits of £17 million and assets under management of £17.3 billion.