08/10/2021
Titan receives approval for Tavistock Wealth acquisition
Tavistock Asset Management will retain Titan as investment manager for the MPS.
Wealth and Asset Management
08/10/2021
Apex Group expands European fund marketing and distribution capabilities with acquisition
This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.
08/10/2021
Crestbridge obtains fund administration licence
Today’s announcement regarding, regulatory approval of the fund administration licence further enhances Crestbridge’s established Irish platform and significantly broadens the Irish team’s service capabilities for managers.
08/10/2021
Perspective buys Wiltshire adviser in seventh deal this year
“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”
08/10/2021
Schroders takes big Revolut stake in former Woodford fund
The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.
08/09/2021
Wealth management group agrees terms for landmark Birmingham building
“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."
08/09/2021
Hargreaves Lansdown shares slide after warning pandemic trading boom will not last
Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay
08/09/2021
Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide
Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.
08/08/2021
IWP's Richmond House Awards £200M Mandate to Bordier UK
Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender
08/08/2021
Monte dei Paschi narrows capital shortfall, gets wealth management boost
The bank still intends to proceed with an earlier plan to raise an additional €2.5 billion to plug its capital hole if it does not find a buyer, CEO Guido Bastianini told analysts during an earnings call.
08/06/2021
Canaccord takes £125m cash injection to fund acquisition ambitions
The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.
08/06/2021
Rathbones manager explains why greenwashing is on the rise
Rathbones uses the United Nations’ Sustainable Development Goals as a tool to measure firms’ sustainability performance.
08/06/2021
InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards
Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes
08/05/2021
Adviser support group acquires Yorkshire-based wealth firm
Deal adds over £100m in assets under management to the business
08/05/2021
Schroders Model Portfolios continues to expand distribution reach across two additional UK platforms
Our recent UK Financial Adviser Pulse Survey indicated that the top factor considered when selecting a Model Portfolio Service was performance
08/05/2021
Zurich Takes Over Deutsche's Italian Advisor Network
The agreement would also enable Deutsche Bank to reposition its business in Italy by refocusing and reinvesting in areas where it can compete to win
08/05/2021
Wealth portfolios bounce hard from first-quarter bust
All of Asset Risk Consultants’ private client indices saw better-than-average gains in the three months to the end of June.
08/05/2021
J.P. Morgan Asset Management joins The Big Exchange
From the start of 2021, impact investment funds have grown 270 per cent topping GBP7.1bn, with one in three consumers since the start of the pandemic, ranking sustainability within their top three buying criteria.
08/05/2021
New solution to facilitate wealth managers investing into Mercer Private Markets Solutions
Mercer’s private markets solutions are designed to offer investors access to a wide spectrum of asset classes including private equity, private debt, infrastructure, real estate and sustainable themed opportunities.
08/04/2021
GAM profits up
We are seeing an encouraging level of client interest reflecting our strong investment performance