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Morgan Stanley patents new investment manager selection tool 23/07/2014 New York-based Morgan Stanley Wealth Management has received a patent from the United States Patent and Trademark Office for a manager research screening and scoring tool developed by its Consulting Group Investment Advisor Research team (CG IAR).
UK regional private client managers recruits from Brown Shipley and JM Finn to man new office 15/07/2014 Hargreave Hale, the Blackpool-based private client investment manager chaired by Giles Hargreave, one of the UK’s best-known small cap investors, has established a new office in York to reinforce its growing national presence. The challenges of online investment advice - keeping it personal is key 14/07/2014 A growing number of online platforms in the UK are looking to provide individuals with simplified investment advice. Seneca Partners launches IHT planning investment scheme 09/07/2014 The investment management and corporate advisory business, Seneca Partners, has launched a new Inheritance Tax service which allows investors to protect their legacy. Barclays launches wealth app 08/07/2014 Barclays has launched its mobile banking application for UK high net worth clients. City veterans target putative new UK investment management vehicle at family offices, private banks and rich private investors 30/06/2014 Michael Phillips and Tony Dalwood, two serial founders of UK-based stockbroking and investment management firms feature amongst a team of City veterans that has issued proposals to resurrect and restructure Gresham House Trust plc. This is a London-listed investment trust that is in the process of winding down its activities following a vote in 2011 with its assets distributed to shareholders.
New asset manager raises £1.6bn with equity fund launch 25/06/2014 Woodford Investment Management, a newly created asset management company, said it raised £1.6 billion during the offer period for its CF Woodford Equity Income Fund. The offer period, which began on 2 June, closed at noon on 19 June.
London-based US expat wealth manager to double headcount 13/06/2014 MASECO Private Wealth, which specialises in designing tax efficient investing for US expats, plans to double in size as part of an ambitious five year plan according to founding partner James Sellon. Mirabaud Asset Management's growing London team launches new fund 05/06/2014 Mirabaud Asset Management has launched its Global Equity High Income Fund.
US investment firm serving family offices opens London office 04/06/2014 Boston, US-based Meketa Investment Group has opened an office in London.
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