09/20/2019
Quilter loans member companies the capital to fund purchases of other advice companies in its network and connects sellers with buyers without a charge and with the offer of a free valuation.
09/20/2019
Costs are falling — but it still looks far more expensive than it should
09/20/2019
Qualification will now be available to all members during the pilot launch
09/20/2019
Proceeds from sale of the volume, by Coutts head chef Peter Fiori and called ‘The Skyline Garden Cookbook: From Harvest to Plate’, will go to The Felix Project for the next week.
09/20/2019
Forget trying to out-manoeuvre history. Getting the basics in place is even more important when there are changing political and economic circumstances.
09/20/2019
Investec has warned that profits over the six months to the end of September are likely to fall on ‘challenging’ conditions
09/19/2019
The professional body made assurances that, while it had been working in collaboration with SJP, it always intended to ultimately make the unit available to the whole market.
09/19/2019
Transaction will create the UK’s leading integrated wealth management and professional services group with over £45 billion of assets under management
09/19/2019
Sarasin & Partners reported profits down 15% as a combination of ‘difficult’ investment performance and client outflows chipped away at its assets under management (AUM).
09/18/2019
Agressive fee strategy puts pressure on rival St James’s Place
09/18/2019
Heartwood began its research into developing a rich multi asset sustainable proposition in 2013 and created four global multi asset sustainable strategies across the risk spectrum – Defensive, Cautious, Balanced and Growth.
09/18/2019
In this sense the longer term outlook for inflation remains well supported, and the UK economy remains poised to accelerate when political certainty is delivered.
09/18/2019
Most wealth managers witnessed colleague sick with stress
More than half of wealth managers have seen a colleague take time off work to cope with mental health issues.
09/18/2019
With new clients increasingly sourced from rivals rather than the newly-rich, one age cohort is in high demand: the industry veteran.
09/18/2019
It could spend a maximum of £10.4m on all of the acquisitions
09/17/2019
The results also pointed to the investment JTC has made in its global platform through the enhancements made to its senior management team
09/16/2019
That move gave the asset manager a bigger chunk of the market, with DNB’s share of Norwegian retail business growing to 32.2% in May from 29.8% at the end of March 2018.
09/16/2019
In a frank series of admissions during the call, which was leaked to Money, Gascoigne told the 700-plus advisers who were logged in that the business had to move with the times — and that meant its annual trips on cruise ships in exotic locations sh
09/16/2019
Sanlam UK has announced a raft of eight new hires within its wealth planning team as the company continues to increase its UK-wide presence and enhance its client offering.
09/16/2019
Mr McArdle joined the business in 1997 as a financial planner and went on to become a 50/50 shareholder in the company, using retained profits to fund the buyout deal.