08/19/2019
Edinburgh-based private bank hails double-digit growth
The first half of 2019 saw the launch of an “enhanced” digital banking service and the strengthening of the banking teams in both Edinburgh and London.
Wealth and Asset Management
08/18/2019
Two leading wealth managers in merger talks
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones, the hunter in need of prey
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Succession planning overtakes capital preservation as top concern - catch up with Stonehage Fleming
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/16/2019
Rothschild & Co invests in independent market leading equities research house, Redburn
Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.
08/15/2019
Why we should measure national wealth in assets
Wealth is just as fundamental to national prosperity in the long term.
08/15/2019
Vistra shortlisted in four categories at Citywealth Powerwomen Awards 2020
The shortlist is based on submissions, judges’ recommendation and editorial research
08/15/2019
Octopus to acquire wealth technology business for £10m
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
Wealth managers increase exposure to global bonds
Many believe there is still opportunity to be found in the UK and in the equities sector
08/15/2019
Wealth firms should be wary of digital financial advice platforms, says GlobalData
Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi
08/15/2019
Wealthtech acquisition shows we’re serious about revolutionising financial services
For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.
08/14/2019
Brexit 'just a short-term domestic problem' says UK boss of Swiss bank Julius Baer
Mr Durlacher, a career banker who has been in his current role for more than two years, says the firm's Belfast clients aren't particularly exercised at the current political or economic volatility at home.
08/14/2019
Swiss bank accounts aren't as great as they used to be
It's nearly a decade since monetary authorities across Europe started experimenting with negative rates.
08/14/2019
One in four wealth managers feared unready for SMCR
Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.
08/14/2019
Accountancy firm's business advisory team hits £1 million in fees
A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base
08/13/2019
Quilter unveils three-month financial adviser training course
Firm believes it is ‘enough time to become qualified and to carry out the job confidently’
08/13/2019
Choosing a Wealth Manager: the Decision-Making Process in the UK
Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.
08/13/2019
Walker Crips signs new tech deal in search for cost savings
We were looking for a business management system
08/12/2019
5 Trends That Wealth Managers Need to Keep Their Eyes On Right Now
While overall satisfaction toward wealth management firms are still at a healthy level, wealth clients’ expectations are increasingly shifting to expect their wealth management providers to offer seamless, convenient digital experiences, and current
08/12/2019
Sanlam UK’s Income Study
The study, which has been running for more than 30 years, is a quantitative assessment that reviews and monitors the performance of all UK equity income funds over a six-month period.