06/03/2019
The sustainable finance revolution – your questions answered
Our expert on why banks must help safeguard the future of our planet
Wealth and Asset Management
06/03/2019
Adviser consolidation sparks fee debate
Quilter's acquisition of the Aim listed business is expected to complete during the second quarter of 2019, with the deal voted in by Lighthouse shareholders earlier this month.
05/31/2019
How wealth management firms can prepare for turbulent times
Family offices vary hugely in their size and scope, however irrespective of this they should prioritise agility as well as streamlining their service, rather than trying to be experts in everything.
05/31/2019
“News Tavistock Investments Ends Lighthouse Alliance Amid Quilter Takeover
Tavistock Investments PLC said Thursday it had terminated its strategic.
05/31/2019
Charles Stanley restructuring to cost £9.5m
But the company stated the restructure should yield "immediate cost reductions" expected to build up annualised savings in excess of £4.5m from the financial year 2022 onwards.
05/30/2019
Another huge year for St. James’s Place
St. James’s Place is committed to training and developing the next generation of advisers and has invested some GBP10 million into the St. James’s Place Academy
05/30/2019
It’s never enough by Tim Price
Our conclusion: in an imperfect and challenging world, you probably can’t be diversified enough.
05/30/2019
Weatherbys Private Bank reports record lending
Weatherbys pointed to a “customer-centric” approach as the group’s pre-tax profits rose 33 per cent to £7.6m.
05/30/2019
Avignon Capital win at the 2019 Wealth Adviser Awards
This is the third consecutive year that Avignon Capital has picked up an award at the Wealth Adviser Awards, winning Best Alternative Investment Manager in previous years.
05/30/2019
Financial Planner gains simultaneous CISI and CII accreditations
It was imperative for us to achieve the two highest Financial Planning distinctions as a firm, and we are delighted that all the hard work the Montage family have put in has come to fruition.
05/30/2019
Arbuthnot Latham Announces 2019 Inspiring Innovator Award Finalists
Identifying both the importance of relaxation and the challenges of mediation, Calm Creations collates bespoke art supply boxes with easy to follow instructions that are shipped directly to customers houses on a subscription basis.
05/30/2019
Dolfin - Best International Clients Team
Nick McCall, head of wealth management at Dolfin says: “What makes us stand out from the crowd is the modern sophisticated technology platform which underpins the wealth offering."
05/30/2019
Is advice still being cross-subsidised from elsewhere?
The FCA is clear that this is against its rules, stating that “the allocation of costs and profit between the adviser’s charge and product cost should be such that any cross-subsidisation is insignificant in the long term”.
05/29/2019
Red tape could see UK adviser numbers down 7% by 2022
‘Increasingly stringent regulatory environment’
05/29/2019
Profile: ‘Awards show our staff they are part of our success story’
Pearce says the faces of his staff lit up when they knew they realised they were in with a chance of winning an award.
05/29/2019
Private capital finding a home in Guernsey’s private equity industry
New structures and solutions are becoming increasingly common to attract the particular demands of this market.
05/29/2019
Deutsche Bank Wealth Management enters UK mortgage market
We want to build a wealth management business here in the UK
05/29/2019
Wealth managers' use of segregated funds will fuel rise of low-cost active portfolios
Growth amid fall in funds under management
05/28/2019
35% of Wealthy Women Do Not Invest
Women have an inherent mistrust of investing
05/28/2019
New specialist finance provider appoints VAS Group
Its property financing service offers the full range of property finance facilities, and aims to build long-term relationships with clients and introducers, bringing a bespoke private banking philosophy to the specialist finance market, it says.