06/16/2021
D1 Capital Partners makes USD150m investment in Addepar
Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.
06/16/2021
Wealth management giant partners with professional golf association
The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.
06/15/2021
‘More and more clients want to express their values through their savings and investment choices’
06/14/2021
Ares Management and Maven Capital Partners back acquisitive new business
Titan Wealth Holdings looks to grow assets under management to £20bn-£30bn over next 5 years
06/14/2021
The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.
06/14/2021
UBS Remains in Race for Dutch Asset Manager
The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.
06/14/2021
Johnston Carmichael Wealth teams up with City firm Square Mile
Clients will be assessed as part of an in-depth consultation process to determine their suitability.
06/14/2021
Robert Christie, Partner, will be joining a panel of experts at a BPP 2021 Family Office & Private Wealth Management forum.
06/13/2021
Insurer remains part of the bidding process and has designs on the disgraced stockbroker’s wealth management arm
06/11/2021
A primary focus of our business is to provide advisers with robust investment solutions to closely meet their clients’ needs, drawing on our in-depth, qualitative fund research.
06/11/2021
The wealth manager launched a decumulation service for clients in drawdown in April 2019.
06/10/2021
A 237-year pedigree and four Jersey staff helps make a trillion-pound business
Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world
06/10/2021
City tycoon targets Hargreaves Lansdown with new investment platform
Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.
06/10/2021
Online trading group plans expansion into wealth management
“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”
06/09/2021
Legal & General Investment Management has launched a range of 25-strong range of model portfolios for head of retail multi-asset funds Justin Onuekwusi.
06/09/2021
Whitman AM buys Kestrel Partners’ AIM Inheritance Tax Portfolio Service business
Kestrel and Whitman are working in close partnership to enable clients to transfer their AIM IHT portfolio management agreements
06/09/2021
Raymond James’ Peter Moores: ‘Our clients want to be close to the person making the decisions’
The CEO of Raymond James UK says the human touch is his firm’s USP – even for his 80-year-old clients who prefer Zoom calls
06/09/2021
DeVere ramps up hiring spree with young workers 'more than ready' to get to the office
Green said: "We committed to a six-month investment and hiring campaign earlier this year in order to meet soaring client demand across Europe for specialist financial advice and fintech solutions.
06/09/2021
The company sold its holdings as it wasn’t expecting youngsters to spend time on trading as lockdown restrictions were being lifted.
06/08/2021
Each of these businesses are well-established with long standing client relationships, strong compliance cultures and I’m delighted that they have chosen to join Wren Sterling.