10/08/2021
But the rise in home working, induced by the pandemic, has prompted the wealth manager firm to change its plans and scrap the relocation which was reportedly going to cost up to £10m, following a “post pandemic” review of its office spac
10/07/2021
Proving its worth in today’s turbulent world
10/07/2021
The client-focussed team has almost three decades of experience in providing quality advice and exceptional service to their clients, making them an excellent fit for Fairstone.
10/07/2021
The acquisition of Chadney Bulgin in a deal of undisclosed value will take Fairstone’s total assets under management to £12bn.
10/07/2021
Surveys have shown that men and women can have differing approaches to wealth management, and that women are more sensitive to gender bias.
10/07/2021
It wants to ‘explore’ bringing IFA client books to the firm
10/07/2021
And talks about further market access have since become far more difficult, the authors of the study maintain.
10/07/2021
The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.
10/07/2021
This prompted fears of a Lehman-type moment and consequent market contagion.
10/06/2021
SIS delivers competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles and is now available on 12 platforms having recently gone live on Transact and Quilter.
10/06/2021
The firm was in further discussions with at least 45 firms about joining its programme by the end of December.
10/06/2021
Richard Dawes, head of strategic partnerships at Tilney Smith & Williamson, said advisers were already busy providing financial planning services for their clients and often did not have the time to think about the long-term future of their businesses
10/06/2021
The Oncology Impact Fund 2, run by biotechnology investment firm MPM Capital, has raised a total of $850 million, including the $650 million obtained from UBS clients.
10/06/2021
Our new programme aims to take the stress out of succession planning and provide a great home for advisers and their clients.
10/05/2021
The Annual Report will be sent to shareholders on or around 14 October 2021, together with the Notice of Annual General Meeting.
10/05/2021
Non-Fungible Tokens are the latest hot trend but are they worth the time it takes to understand them?
10/05/2021
The underlying strength of the economic recoveries is prompting central bankers to continue with their plans to withdraw asset purchases, to be followed by interest rate hikes.
10/05/2021
After major equity indices posted new highs at the beginning of the month, corporate profit warnings, inflation, US tapering concerns as well as signs of weakening global growth put markets under pressure. Central Bank rhetoric became less dovish.
10/05/2021
KMP will continue to operate in its established segments and markets under its own brand name.
10/05/2021
"These new joiners bring over 35 years of combined experience of working with high-net-worth clients across the country and support our growing UK footprint."