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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.

The week on eprivateclient 05/10/2015
A look at some of the big stories on eprivateclient last week

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.

Smith & Williamson completes strategic review and reports year of growth 29/09/2015
Smith & Williamson has reported a year of growth at the same time as completing a review of its “long-term strategic direction.”

Battle of the wealth managers in the new age of transparency: Brewin Dolphin versus Charles Stanley 29/09/2015
Analysts and commentators may cavil about the extent to which wealth management firms have become more “transparent”, i.e. honest in their dealings with clients and customers. But some firms are now much open about providing data and information about themselves in publicly available documents, such as annual reports and accounts.

Charles Stanley looks in good shape to face future challenges despite recent setbacks 28/09/2015
Taken in isolation the headline figures that accompany annual earnings statements can often provide a distorted picture of the underlying reality. Take the experience of London-based Charles Stanley, for example.

Liechtenstein private bank's acquisition adds to profit and costs 23/09/2015
Liechtenstein-based VP Bank has reported a net profit of CHF 40.9 million for the first half of 2015.

Vontobel 'US-compliant' offshoot hits CHF 1.7 billion assets mark 23/09/2015
Vontobel Swiss Wealth Advisors, an offshoot of the Swiss bank especially established to service US nationals, now manages around CHF 1.7 billion of advised assets since being set up five years ago.

Close Brothers Asset Management's pure private client focus will grow profits 22/09/2015
Martin Andrew, chief executive of Close Brothers Asset Management (CBAM), is pleased with the firm’s annual results (see thewealthnet 22/09/2015) and he is optimistic for the future predicting further profit growth.

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