07/22/2022
The wealth management market is particularly ripe for dealmaking, with the level of fragmentation and huge number of small independent firms leading to predictions that the sector could be set for at least ten years of consolidation.
07/22/2022
The merchant bank said its Banking division performed "strongly" in the 11 months of the financial year that ends July 31
07/21/2022
Getting clients to see the need is always the challenge, but where there is a need, any great adviser will put an IP policy in place
07/21/2022
A high level of uncertainty persists.
07/21/2022
Originally founded in Manchester in 2009 as an accountancy firm, Sedulo aspires to be a one-stop-shop in the provision of professional services to SME clients.
07/21/2022
Saltus has bought London-based Higgins Fairbairn Advisory, its third acquisition in less than a year.
07/21/2022
Financial planning income grew 5.6% to £11.3m (Q3 2021: £10.7m), driven by demand for ongoing financial planning advice.
07/21/2022
FTSE loses 6% in three months to June
07/20/2022
Profit before tax increased 11% to £3.4m (30 June 2021: £3.0m)
07/20/2022
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
What kind of ESG investment products and wealth management services are most in demand?
07/20/2022
These are at different stages of development – from about to sign the documentation, through to just getting to heads of agreement, through to initial discussion.
07/20/2022
A good yard stick for a portfolio fit for all conditions is its average performance over the longer term
07/20/2022
Swiss banks are not allowed to proactively solicit clients in Europe unless they have a branch in the respective market.
07/20/2022
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
07/20/2022
The APC Financial Solutions & Consultancy Services team offer comprehensive financial planning services across the investment and protection space.
07/19/2022
Rising recessionary fears are compounding high inflation, a prolonged war in Ukraine and investors reducing risk exposures.
07/19/2022
They are creative and willing to offer different types of advice for consideration, and there is good attention to often overlooked details and strong risk mitigation.
07/19/2022
AuMA at £34.2bn
07/19/2022
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.