03/04/2021
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Announced at a virtual gala ceremony on 23rd February
03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Swiss Financial Services in 2030
03/04/2021
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/03/2021
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/02/2021
M&A will be an integral part of STAR and Hawksford’s growth strategy
03/02/2021
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency
03/02/2021
Billionaire hedge fund boss pays himself UK record of £343m
Sir Chris Hohn’s Children’s Investment fund reports 66% jump in profits
03/02/2021
Stephen Ford: ‘We will absolutely be acquiring in the next couple of years’
WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit
03/02/2021
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
03/02/2021
Growth in a challenging environment
03/02/2021
Over the past couple of years, fast-growing technology stocks have significantly outperformed the rest of the market.
03/02/2021
Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.
03/02/2021
Quilter launches redundancy support hub to help advisers with client conversations
The hub will feature resources for advisers to recommend and use with clients covering topics from navigating redundancy to how to create a growth mindset, and the importance of adaptability.
03/02/2021
In this report we present the sector results with limited analysis because we feel it’s better left up to the reader to interpret the data for themselves,
03/02/2021
HGL will become a separate subsidiary of Hurst Point Group, who intend to support its core strategy of growth in the areas of investment management and specialist funds where it has historically had great success.