05/18/2022
The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.
05/18/2022
Winners were revealed at last night’s black tie gala dinner in London
05/17/2022
The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.
05/17/2022
South African wealth firm aims to ‘disrupt’ UK advice market
South Africa is a well-established market, and it has a lot of positives from an investment perspective.
05/17/2022
Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income
The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).
05/17/2022
Building wealth is a priority for many people, and estate planning is a critical component of managing that wealth by ensuring your money is passed on in ways that align with your values.
05/17/2022
SJP makes changes to fund range
The wealth manager said this will increase diversification and reduce manager-specific risk.
05/17/2022
Law firm plans HNW advice launch
He is currently in talks with private equity firms about Wildcat’s expansion plans.
05/16/2022
With central banks on both sides of the Atlantic rapidly hiking interest rates to tackle rising inflation, we look at what could happen next.
05/16/2022
Brewin Dolphin, which provides discretionary wealth management in the UK and Ireland, has a network of more than 30 offices.
05/16/2022
In addition to tackling the potential weaknesses in the technology ecosystems UHNW wealth managers might be laboring under, this report will shed light on what best practices in accounting and investment analysis are in this rapidly shifting landscape.
05/16/2022
Stott's successor at Quintet is now called Chris Allen
05/16/2022
With more than US$6.3 billion in investments, and close to US$1 billion in 2021 alone, Indosuez has one of the most comprehensive and competitive platforms dedicated to the unlisted market.
05/13/2022
Turnround since the end of last year, as value strategies weather the storm better
05/13/2022
Solid revenue performance despite less favourable market conditions
05/13/2022
How should charity trustees approach the thorny issue of avoiding investments that conflict with their charity’s purposes whilst at the same time trying to maximise financial returns? This was the dilemma at the heart of a recent High Court ruling
05/13/2022
The nation is grappling with high levels of inflation, which is causing a significant squeeze on their finances.
05/12/2022
At 31 October 2021, Ferguson's gross assets were £0.19 million and net assets were £0.19 million.
05/12/2022
The £421,000 acquisition is expected to be completed following regulatory approval.
05/12/2022
The business has continued to perform well despite a more challenging market backdrop, with excellent performance across our financial services and professional services businesses.