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Financial planning firm remodels investment proposition with Parmenion 14:00 GMT
FiveWays Financial Planning has joined forces with Bristol-based discretionary fund managers Parmenion to launch its new investment proposition.

High salaries are holding back strategic investment in wealth management - FCA 26/11/2014
Strategic long term investment in private banking technology is being held back by spending on salaries according to FCAs Rob Taylor.

New joint venture asset management firm aims to make investment case for agriculture 25/11/2014
Dexion Capital, an alternatives investment bank, and Brown & Co, an international agribusiness advisor, have united in to launch a joint venture called Agricultural Asset Management (Agri-AM). The initiative aims to bring the investment case for agriculture to a wider investor audience, making the asset class more accessible.

EXCLUSIVE: Ex-Berenberg executives establish new private investment office 24/11/2014
Three former Berenberg UK executives have launched Lincoln Private Investment Office (LPIO).

Close Brothers launch free financial planning surgery 21/11/2014
Close Brothers Asset Management (CBAM) is launching a free financial planning surgery in the South West as part of the Financial Planning Week. The initiative, which is run by the Institute of Financial Planning, will provide the general public one-to-one help with their finances.

Banque Havilland expands international network to the Bahamas 20/11/2014
Independent private banking group Banque Havilland has extended its services for ultra high net worth clients through the acquisition of Pasche Bank & Trust Limited in Nassau, Bahamas.

Interactive Investor launches values based investor centre 19/11/2014
Online broker Interactive Investor has launched a values based investment centre to help educate and inform its customers.

Fusion Wrap Platform to offer access to Quilter Cheviot's Managed Portfolio Service 19/11/2014
Discretionary investment firm Quilter Cheviot has partnered with Fusion Wealth to provide advisers with access to its Managed Portfolio Service (MPS) via the Fusion Wrap.

Brooks Macdonald forms strategic alliance with Leicestershire-based financial adviser 12/11/2014
Brooks Macdonald Asset Management (BMAM), a specialist investment manager, has formed a stategic alliance with Leicestershire-based independent financial adviser firm, Clarkson Wayman Ball Limited (CWB).

Fleming and Wulfsohn family members launch new firm to target sub-Saharan real estate and private equity opportunities 11/11/2014
Harry Wulfson, who occupied a number of positions at the Stenham Group between 1996 and 2012, has launched a partnership with Hector Fleming, one of the younger scions of the Fleming family, and Tom Gaffney, called Fleming Wulfson Africa. This aims to source private equity and real estate opportunities in sub-Saharan Africa on behalf of the founders families and other co-investors.

 
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