thewealthnet's Top stories of 2014 Part one 22/12/2014 While Barclays seemed to dominate the Top 10 people moves of 2014 it was news of Coutts International sale which had the marginal upper hand in the other news of restructuring.
Liontrust reveals directorate reshuffle as director resigns 16/12/2014 The director of Liontrust Asset Management Plc, Jonathan Hughes-Morgan, has resigned from the company with immediate effect. He will remain with the company as co-head of International Sales, alongside James Beddall, and will concentrate on building the firmís international distribution. He also remains a member of Liontrust Fund Partners LLP.
Succession Holdings restructures senior management team 15/12/2014 Succession Holdings, a vertically integrated financial services firm, has reorganised its senior team to help oversee the acquisition and integration of 50 firms from its membership. So far, the firm have completed the integration of the first ten of the 50 planned acquisitions, with the remainder expected by 2017.
Morgan Stanley launches multigenerational e-learning program 15/12/2014 Morgan Stanley Wealth Management has launched an interactive e-learning program designed to help its Financial Advisors better serve clientsí growing multigenerational needs. Known as the Institute of Family Wealth Management (IFWM), the program will provide advisors with the resources required to develop individual relationships into family relationships.
Global wealth platform rebrands 11/12/2014 Acordias, an Isle of Man-based global wealth platform, has rebranded as Ardan International with immediate effect, following its acquisition by independent wealth manager, Rowan Dartington, in April 2014 (see thewealthnet 14/4/2014).
Private equity house launches UK property investment model 11/12/2014 Cogress, a private equity platform giving high net worth consumers access to international real estate investment opportunities, has launched in the UK. With units available from £20,000, the Israeli-backed firm hopes to build on its success in Israel, the US, Canada and Germany by providing lower equity investments in Londonís increasingly exclusive property.