09/06/2019
CII launches exclusive qualification with St James's Place
The City watchdog pledge action against any company it found did not treat vulnerable customers fairly.
Wealth and Asset Management
09/05/2019
FlowStone Partners launches private equity-focused FlowStone Opportunity Fund
The FlowStone Opportunity Fund will invest in a mix of secondaries, primary investments, and co-investments and will be diversified across several important metrics, including underlying manager/investment strategy, vintage year, sector and geography.
09/05/2019
Tenet acquires Edinburgh-based IFA
Forth Financial will keep its branding and joint director Tom O’Neill is set to retire from the business.
09/05/2019
Deutsche Bank Wealth Management – a dark horse?
Once a global wealth management powerhouse, DBWM no longer sits in the top 10 when it comes to AuM or stature.
09/05/2019
Former Barclays adviser targets low wealth high earners
Tindle Wealth Management has started a dedicated ‘Professionals Program’ for young high earners.
09/04/2019
$21 billion advisory firm is expanding to Europe
New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East
09/04/2019
Merger creates £11.5bn asset manager
The merger valued each Miton share price at 56.74 pence, combining the market value of the equity of 51.84 pence and a special dividend of 4.9 pence per Miton share for Miton shareholders.
09/04/2019
Kingswood buys financial planner
As previously announced, the Company is in final stages of due diligence with a major institutional provider of growth capital
09/03/2019
SMP Group completes acquisition
The deal has been undertaken with the support of Palat.ine Private Equity LLP
09/03/2019
Mainstream lenders target HNW clients
Chris Sykes, mortgage consultant at Private Finances, said: “Since a large proportion of sophisticated, high-net-worth borrowers have [complex] income profiles, these individuals are often having to look elsewhere when attempting to acquire property
09/03/2019
Mattioli Woods eyes further acquisitions
Reduced client fees by £3.1m
09/03/2019
Greece Sotheby's International Realty Launches Art De Vivre
Greece really is a treasure chest in the heart of the Mediterranean
09/03/2019
Fairstone Group sees 50 per cent growth in recurring income
This solid performance across the key metrics of the business is further bolstered by new half year figures for 2019, which show continued momentum.
09/02/2019
Young women clients demand greater transparency from ‘off-putting’ wealth management
A study from Netwealth on women's attitudes to wealth concludes the industry must up its game to appeal to a new demographic of clients
09/01/2019
Julius Baer decides to keep Kairos after strategic review
Between the start of the strategic partnership in June 2013 and 30 June 2019, Kairos’ assets under management more than doubled to over EUR 9 billion.
09/01/2019
Old school wealth managers bulk up for leaner times
Tilney’s buying spree is also a fight for survival
08/29/2019
LGT Group Pairs with George Soros
The segment is a source of booming revenue for LGT.
08/29/2019
Aberdeen Standard takes trust administration in-house
Aberdeen Standard's move could benefit investors if it works out cheaper than the previous deal.
08/29/2019
UK wealth manager rolls out cash management service to advisers
The company will search across 5,550 deposit accounts to help clients find the best interest rate.
08/29/2019
Wealth manager hails 'strong' ethical portfolio performance
The funds selected in Kingswood’s portfolios comprise a range of ethical strategies.