11/27/2020
Alexander Grace continues impressive expansion with acquisition
They combine wealth management with comprehensive financial planning.
Wealth and Asset Management
11/27/2020
Optimising tax reclaim through tech: What wealth managers need to know in trying times
Tax optimisation, on the other hand, provides benefits to all, not just in increasing returns for investors, but also in creating economies of scale across stakeholders, creating millions – if not billions – in savings for banks.
11/27/2020
Schroders' CEO: These are the biggest takeaways from the Covid crisis
Peter Harrison looks back at how the global pandemic has fundamentally changed the way people do business.
11/27/2020
Harwood Wealth puts 100-strong adviser network into administration
Because we are network-focused and with our history, we are a natural home for professional, independent advisers.
11/27/2020
Equilibrium Financial Planning relocates to new HQ as firm continues growth streak
The company has won various awards - and boasts £1bn of assets under management
11/27/2020
Schroders and Big Society Capital team up for social impact trust launch
Schroders and Big Society Capital are seeking £100m for the trust, which will invest in areas such as high impact housing.
11/26/2020
Aberdeen Standard targets women-led hedge funds with new strategy
Funds run by women have outperformed in 2020 after limiting losses in March turmoil
11/26/2020
Canada Life becomes first retirement provider to launch funds managed by Brewin Dolphin
The ‘CanLife Brewin Dolphin*’ funds are a range of seven active and seven passively focused multi-asset insured options that are risk-adjusted for different risk profiles.
11/26/2020
Dealing with rising UK debt: not all options are bad
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.
11/26/2020
IQ-EQ recognised as specialist administrator in 2020 Funds Europe Awards
Over the past year, we have invested heavily in our service offering and in the development of innovative technological solutions – including our unique Investor Solutions offering powered by IQ-EQ Cosmos and the 2020 roll-out of our Investran DX an
11/25/2020
FBN Next Generation Lombard Odier Award 2020 champions the next generation of entrepreneurs
The FBN NxG Lombard Odier Award was created in 2009 to celebrate and support outstanding intrapreneurial and entrepreneurial projects initiated by the next generation of family business owners.
11/25/2020
Boston Multi Family Office completes acquisition
Due to the coronavirus pandemic, this acquisition was, by necessity, managed entirely remotely so it is very pleasing that we can now work together as one team.
11/25/2020
Brewin Dolphin full-year profit jumps as markets recover from pandemic lows
Pre-tax profit for the year ended Sept. 30 rose to 78.2 million pounds ($104.44 million) from 75 million pounds a year earlier.
11/25/2020
Multrees announces new strategic partnership
Multrees will work with CHIM to provide outsourced services to power its bespoke risk managed portfolio solutions for discerning Private Client investors together with trading and settlement services for its own range of funds.
11/25/2020
New Sheffield Financial Services Company Launched
Joint managing director Mark Jones said: "Concept Wealth is an exciting development in the independent financial services market for individuals and corporate clients.
11/25/2020
‘We don’t just offer investment management then walk away’
Arbuthnot Latham head of wealth management Steve Pennington on understanding clients
11/25/2020
Whitman Asset Management creates new fund to capture growth opportunities in UK small cap market
Whitman is targeting £25m in the initial stages of the Fund.
11/24/2020
ZEDRA rebrands London acquisition, unveils new global expansion service
The Office for Investment is designed to provide a ‘single front door’ to overseas investors and ensure the UK is the most attractive destination in the world to invest.
11/24/2020
Shard Capital: ‘Central banks have messed things up spectacularly’
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
Heartwood announces rebrand
The firm will now be collectively known by its new name of Handelsbanken Wealth & Asset Management