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Raymond James reports record fourth quarter results 30/10/2014
Raymond James Financial has seen its quarterly net revenue and quarterly net income reach record highs of $1.29 billion and $136.4 million respectively. The increase of $0.94 per diluted share covers the fiscal fourth quarter ended 30 September.

DeVere Group launches in Australia 30/10/2014
UK-based financial consultancy firm deVere Group is expanding its reach with the launch of its first Australian office.

Innovation Hub now open for business, says FCA 29/10/2014
The Financial Conduct Authority’s (FCA) Innovation Hub, part of Project Innovate, is now open and offering support.

BNY Mellon launches wealth management services in Hong Kong 24/10/2014
BNY Mellon Wealth Management has received regulatory approval in Hong Kong to launch comprehensive discretionary investment and wealth management services.

AXA Wealth reports 'successful year so far' 24/10/2014
AXA Wealth’s funds under management (FUM) increased by 10 percent from 24.6 billion to £27 billion in the last 12 months, according to its Q3 2014 results. Its total retail sales were also up 3 percent to £2.5 billion over the same period, marking a strong period of growth for the business.

New service launched to introduce American clients to Swiss-based wealth managers 23/10/2014
Where Americans are Welcome (WAAW) has launched a new website,, aimed at American investors domiciled in the United States and abroad.

Private clients turn to investment trusts, says Hargreaves Lansdown 22/10/2014
Bristol-based Hargreaves Lansdown has revealed a growing appetite for investment trusts amongst its clients, with the number of those holding investment trusts in their Vantage accounts having doubled in the last 5 years.

Generating superior client service the Handelsbanken (Heartwood Wealth) way 22/10/2014
An assertion that aspirant private banks and wealth managers can learn something useful from their retail banking peers, especially as far as client service provision is concerned, would probably be greeted with ridicule.

Vestra Wealth boosts pre-tax profits by 31.5 percent 21/10/2014
London-based Vestra Wealth LLP reported pre-tax profits of £8.820,103 for the year to April 30, a £2,128,862 or 31.50 percent increase on the previous year, according to its latest filings at Companies House.

Brooks Macdonald Group increases FUM in first quarter 21/10/2014
Brooks Macdonald Group plc, an AIM listed integrated wealth management group, has released records of its funds under management (FUM) for the first quarter of the new financial year.

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