12/17/2021
Quilter adviser school launches level 6 retirement planning unit
The first cohort to undertake this unit will embark on a five-month structured study plan delivered by QFAS in February 2022
Wealth and Asset Management
12/17/2021
Mattioli Wood eyes more acquisitions as integrations are on track
Over 10% organic revenue growth
12/17/2021
Van Lanschot Kempen sells Global Property Research BV to Solactive
GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.
12/16/2021
Coutts In conversation: What will happen to markets in 2022?
As we approach a new year with new uncertainty around coronavirus, three of our experts share their views on what investors might expect from the next 12 months.
12/16/2021
French Billionaire Weighs IPO of Sotheby’s Auction House
Drahi has held preliminary discussions with potential advisers about a U.S. listing of Sotheby’s as soon as next year, the people said, asking not to be identified because the information is private.
12/16/2021
Financial promotion exemptions for high net worth individuals and sophisticated investors: a consultation
This consultation proposes reforms to these exemptions, responding to economic, social and technological changes
12/16/2021
New research highlights wealth manager interest in private assets
The research, conducted by the Investment Association and Goji, a provider of regulated platform technology
12/16/2021
Tim Haywood apologises for ‘mistakes made’ at GAM
The regulator has today (16 December) published warning statements about both GAM and Haywood.
12/16/2021
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase
'50 firms by 2025'
12/15/2021
Learnings from 300 years of giving back with Rennie Hoare
This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.
12/15/2021
Robust, repeatable and reliable
For advisers who are seeking to outsource their investment services, they need a partner that has a proven history of delivering exactly what the regulator is looking for – a proven robust, repeatable and reliable solution.
12/15/2021
New returns: banks move back into wealth management
As the traditional banks grapple with disruptors and an enduring environment of low interest rates, a growing number are piling resources into a new business opportunity – wealth management.
12/14/2021
Multrees eyes adviser market as it bats away PE offers
Having broken into profitability back in 2017, the platform has since grown its assets to £17bn.
12/14/2021
Canaccord Genuity Wealth Management expands UK footprint
Closing is subject to customary closing conditions, including regulatory approval.
12/14/2021
The Need to Modernize in Trust
Making the case for a transformed business model.
12/13/2021
Charles Stanley takeover hit by FCA delays
The two have instead secured an alternative date for January 19, 2022 - the first available hearing date in the new year.
12/13/2021
Multrees expands strategic partnership with global asset manager
Multrees was first awarded a mandate by GAM in 2015, covering custody services.
12/13/2021
JTC Directors Win at 2021 Citywealth Future Leaders Awards
These awards champion young professionals in the wealth sector and highlight the leaders of today and tomorrow who are under forty.
12/13/2021
Schroders UK Financial Adviser Survey 2021: Succession planning and sustainability top advisers’ agendas
In its seventh consecutive year, Schroders 2021 UK Financial Adviser Survey* which encompasses views from 203 UK advisers, reveals that succession planning and ESG are at the top of advisers’ agendas we look ahead to 2022.
12/12/2021
Global Market Insights
The market at the moment is largely ignoring strong economic and inflation data and is instead concentrating on potential problems of the type mentioned above.