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.
Wealth and Asset Management
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.
05/28/2019
UK wealth manager makes first foray into US
Deal will give it the ability to ‘scale and cross-sell its services internationally’
05/28/2019
Half-year Profits Surge For Wealth Management Firm
The company's revenues also jumped 61 per cent from £22.7m to £36.6m.
05/28/2019
SJP vows to stick with Woodford
Mr Woodford’s remit in managing separate funds for SJP clients differs from the way he manages the Woodford Equity Income and Income Focus funds that are available to non-SJP clients.
05/28/2019
UK wealth manager seals US strategic partnership
The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.
05/27/2019
Phoenix Financial PR is ‘UK - Boutique Media Relations Consultancy of the Year (Asset / Wealth Management)’
This is the second successive year Phoenix has collected the ACQ5 award.
05/24/2019
Brexit and beyond: wealth management in an era of political risk
A Corbyn-led government is a key concern for many clients, say managers
05/24/2019
Wealth managers adapt to appeal to female clients
Women still feel unwelcome in an industry full of jargon