09/17/2021
UK wealth manager Brooks Macdonald reports 20% rise in FuM
The company also said that the net flows were positive in H2 at the group level while UKIM discretionary business remained positive for the full year.
Wealth and Asset Management
09/16/2021
Jersey Finance announce line-up for Private Wealth Conference in London
Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.
09/16/2021
ASHL grows to 400 advisers after network acquisitions
In 2020, revenue for the Sense and Lyncome networks was up 8 per cent to £42m, with profit after tax reaching £1.1m. Its assets under influence now sit at more than £5bn.
09/16/2021
Societe Generale Private Banking Launches First SRI-Labelled Discretionary Management Offer
This approach makes it possible to better assess certain risks (climate and health risks, etc.) and to identify the sources of opportunities represented by the challenges of sustainable development in the medium and long term (renewable energies, waste tr
09/15/2021
Private equity frenzy in wealth management catches UK regulator’s eye
The FCA has asked advisers to weigh in on the possible risks to investors from PE ownership of an increasingly large proportion of the market
09/15/2021
Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
09/15/2021
The Latest Estate and Succession Planning Trends in Europe
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/13/2021
Tilney Smith & Williamson sets out 'statement of purpose'
To deliver its purpose, Tilney Smith & Williamson has set out three core values that it is committed to embedding in the culture of the business.
09/13/2021
The Omnichannel Experience - Creating Harmony Across Wealth Management
In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.
09/13/2021
Coutts recognised by HRH The Princess Royal for training excellence
During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.
09/13/2021
Gilson Gray Financial acquires Dunblane rival in seven-figure deal
Merger sees former owner join as a senior financial adviser
09/10/2021
Schroders and BlueOrchard’s climate impact strategy rapidly attracts $100 million
The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.
09/10/2021
How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
09/10/2021
Quilter International: Nearly half a million people issued British National Overseas passports
This has seen 64,900 BN(O) visas applied for during the first two quarters of this year according to the National Statistics from UK Home Office.
09/09/2021
Coutts passes tough regulator test on responsible investing
The code outlines how those investing for British savers and pensioners should “create long-term value for clients and beneficiaries leading to sustainable benefits for the economy
09/09/2021
Sanlam 2021 Interim Results
Sanlam reports strong 2021 interim results.
09/09/2021
Suntera Global makes second Luxembourg acquisition
The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg
09/09/2021
Sanlam exits UK businesses to sharpen focus
The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.
09/08/2021
Why The Wealth Management Industry Has So Much to Gain From AI
Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.
09/08/2021
Cinven to snap up £2bn wealth management platform
The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.