09/03/2021
South African wealth manager buys London advice firm
Decided to expand its UK presence through this acquisition to support the growth of Holborn Financial and we are very pleased to be on this journey with the Holborn team.
09/02/2021
New Wealth Management Firm Launched To Support British Expats Around The World
Headway Wealth, owned and managed by two expatriate wealth management experts, will support British citizens working in the UK or overseas, advising on a range of tailored investment opportunities
09/02/2021
Mrs Blair’s efforts to make the world a better place ties in with this year’s event, entitled 'The Power of Capital', which will focus on the good that wealth can do.
09/02/2021
The investment management arm of BNP Paribas will hold a majority stake
09/02/2021
Fish Financials’ Farnham offices will be retained, with all clients continuing to be served by their Fish adviser and team, supported by the wider Saltus team.
09/01/2021
Although this may not be the most efficient for income tax.
09/01/2021
It has assets under advice of £1.6bn.
09/01/2021
The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.
09/01/2021
The firm said its new offices formed part of SPW’s long-term regional growth strategy to increase its presence across the UK.
09/01/2021
Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.
09/01/2021
Over the next months and years, clients can expect to see the results of significant and ongoing investment in areas such as communication with Courtiers Advisers
09/01/2021
Deal adds £167m of assets under management to the group
08/31/2021
John Leiper remains as CIO
08/31/2021
Two independent Swiss wealth managers Merge
The move, in which no money changes hands but the current owners take ownership stakes in the merged entity
08/31/2021
Panagiotis provides us with a brief introduction to Profile Software
08/31/2021
Wealth clients are increasingly expecting asset management services that are digitally sophisticated, ‘sustainable’ and ‘goal-led’, while also providing access to a broad range of asset classes for investment diversification and be
08/29/2021
There is evidence of a boutique asset management premium in terms of returns.
08/29/2021
The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.
08/27/2021
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th
08/26/2021
Suntera announces acquisition
The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.