04/06/2021
Independent trust company launches in Jersey
As a fully independent company we are able to do things differently, providing our clients with a bespoke, director led and efficient offering.
Wealth and Asset Management
04/05/2021
Family office asset allocation
This was the crux of IQ-EQ’s virtual roundtable in November 2020
04/01/2021
Three Truths Turning The Financial Advice Industry On Its Head
Ryan George, Chief Marketing Officer at Docupace says taking the lead on positive client engagement, robust financial planning and fiduciary will reap the benefit of loyalty
04/01/2021
Sustainable Investment Report 2020: "people want to see change"
In a foreword to our annual Sustainable Investment Report, our group chief executive Peter Harrison explains how 2020 changed the way people feel about sustainability.
04/01/2021
Utmost Group announces the proposed acquisition of Quilter International from Quilter plc for £483m
Quilter International will become a part of Utmost International, the international life assurance business of Utmost Group
04/01/2021
Vehicle Finance Firm Acquisition Completes
Arbuthnot Banking Group is advised by Grant Thornton, Numis Securities, Shore Capital and Maitland/AMO.
03/31/2021
New Kingswood boss outlines future acquisitions
Kingswood has acquired five advice companies in the past two years, backed by the capital of its private equity backers, who hold a stake.
03/31/2021
HNW investors' demand for private equity growing
HNW investors’ growing private equity allocations
03/31/2021
Schroders publishes its fifth consecutive Gender Pay Gap Report
The pay gap is predominantly the result of a role gap driven by lack of women in senior management and other higher-paid roles, particularly in the investment side of the business.
03/31/2021
EFG International publishes the agenda for its Annual General Meeting and announces the closing of the transfer of its Ticino-based retail business
Safeguarding the health and safety of our shareholders and employees is our top priority.
03/31/2021
Wealth Management: Market Perspective
Central banks are not ready to sanction tighter policy
03/31/2021
UniCredit investors urged to reject Orcel's pay package
For the first year alone, the variable compensation is not subject to any performance conditions or claw-back clauses.
03/31/2021
We have acquired CSW
Lumin Wealth is a financial advice and discretionary fund manager firm based in St Albans and London.
03/31/2021
Ravenscroft revamps board as Lansdown vacates chair
Hargreaves Lansdown co-founder Stephen Lansdown is stepping down as chair of Ravenscroft.
03/30/2021
Former M&S boss buys in as wealth manager raises £11.3m
The latest fundraising round brings the total raised by the company to £38m since launch in 2015.
03/30/2021
Contemi Solutions enhances corporate actions solution
Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.
03/30/2021
The role of UK family offices in driving impact innovation
The increase in popularity of venture capital investing in the mid-80s led to the creation of tax-efficient investment structures incorporating entities such as limited partnership funds.
03/30/2021
Archegos, a family office, brings Nomura and Credit Suisse big losses
More bad news may follow. But the episode already raises disquieting questions
03/30/2021
Four strategies to help ensure a smooth wealth transfer
The saying ‘from rags to rags in three generations’ is often rolled out when discussing troubles that can be encountered when passing family wealth from one generation to the next.
03/30/2021
Wealth Management In 2021: From Surviving Remotely To Thriving Remotely
April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)