Julius Baer grows 10M AuM by 2 pct

Assets under management at CHF 395 billion – Net new money growth close to 5% – Drop in client activity in Q3 affecting gross margin and cost/income ratio – Enhancing focus on core markets and reducing complexity


Intrinsic loses large IFA firm

The firm runs a national partnership of 38 advice firms, which it hopes to grow to 45 by the end of the year.


GAM Cuts Jobs in Slim-Down

The number of jobs wasn't disclosed, and appears to be as yet unclear due in part to U.K. labor law.


AJ Bell sets minimum offer price for IPO

Major investors Invesco Perpetual and Seneca Investment Managers will take on a 180-day lock-in, as will former AJ Bell employees who still have shares in the company and wish to sell them.


Lancashire firm joins Beaufort Financial

Beaufort has 18 member firms in the partnership, having added five this year, both existing and newly established, while also expanding into Wales last summer.


SJP's sales process under fire

SJP argued the main features and benefits of EIS were outlined in the fund fact sheets but Mrs H said she hadn't been given any sheets at the time of the meeting.


Jersey firm launches London private office

By harnessing the expertise of our global team, working with trusted partners and bringing some cutting-edge innovations to the family office space, JTC Private Office can help cement our position as a market leader.'