Equilibrium AM launches financial planning arm

This is because clients had said they wanted financial advice from Equilibrium, but didn’t feel they could approach an investment management firm because of their lower levels of pensions and savings.


Arbuthnot expects to post £5m profit

In a pre-close statement issued to the stock exchange this morning (10 January), Arbuthnot bosses said overall 2011 had been a successful year for the banking group.


SunGard acquires Pilot software from French asset manager

The Pilot solution, built and used by TOBAM as its decision support solution for the fund's principals, is complementary to SunGard's Asset Arena solution suite, which supports the core functions of the asset management industry including invest


Succession reaches 40 partner firms

Succession Advisory Services has added four partner firms, with almost £500m of assets under management, to its growing business.


Dexia to launch asset-management sale: CEO

Mariani added there were no discussions underway to cut jobs at the bank's French operations, even at a time when banks across Europe are slashing staff in the face of the euro zone debt crisis.


New year, new hope, old problems - Coutts & Co

As we embark on the year ahead, there are a number of hurdles still to overcome. Most notable is the euro-zone debt crisis which, though off the front page for the time being, remains largely unresolved. However, with economic data in the US and emergin