02/11/2021
How to make data science work for wealth management
With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.
Wealth and Asset Management
02/10/2021
Mattioli Woods hoping to treble in size in next five years
Financial firm – which started over a garage - wants to double staff and treble amount of clients’ assets it looks after to £30bn
02/10/2021
A historic private bank takes over Brown Jacobson’s office in No. 1 Spinning Fields
Martin Cuthbert, Manchester Office Head of Brown Shipley, said: “I’m excited to move to No. 1 Spinning Fields.
02/10/2021
Paul Feeney: The trouble with asset managers is everyone is trying to eat each other’s lunch
The trouble with asset managers is we present far too much as a fragmented, product-based industry where everyone is trying to eat each other’s lunch – forgetting the lunch actually belongs to the client.
02/10/2021
Estate Planning is not Just for those with Huge Assets
Devising an effective estate plan can help you seamlessly transfer your wealth
02/10/2021
JSS Sustainable Asset Management Repositions Water Strategy as Green Planet
The Green Planet strategy builds upon its predecessor’s proven investment philosophy and approach, and will continue to put an emphasis on protecting the ecosystem and water resources.
02/10/2021
ERI Winners in the ‘Best Compliance Solution‘ Category at the WealthBriefing Swiss Awards 2021.
The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”
02/10/2021
Private Banking and Wealth Management Survey 2021: Banking’s new engine
Once a handy add-on to the financial model, private banking will increasingly drive income and activity in investment banking, not the other way round.
02/10/2021
Neil Moles: Who really pays for advice sector private equity deals?
Multi-million pound deals
02/09/2021
Chinese New Year: Rise of middle class shows Covid-19 just a blip in China’s quest for dominance
It was this swift action that Moorhouse believes puts China in a strong position to take advantage of the growing middle-class population.
02/09/2021
Marathon mortgages grind to halt
This is consistent with previous years, with 43% in 2019 and 41% in 2018 have mortgages over 25 years.
02/09/2021
Vector Wealth and Westone Capital Group partner to provide alternative property investment opportunities
This joint venture is a perfect pairing in which two entities both excelling in their own right can come together to bring added value and growth opportunities to high net worth and sophisticated investors.”
02/09/2021
Nucleus Financial agrees £144m takeover
The offer represents a premium of 41.89% on Nucleus’s share price on 1 December 2020, the last business day prior to the offer period starting.
02/09/2021
Boutique wealth manager floats after takeover
The access segment of the AQSE growth market attracts companies in earlier stages of development, as opposed to the apex section designed for bigger and more established businesses.
02/09/2021
Patchy Economic Recovery - Not To Worry
The rest of the labour market report implied an upbeat message for growth
02/09/2021
Good governance and the role of women in family offices
Women are strongly represented at senior levels in our private wealth sector.
02/09/2021
Shedding Light on Big Secrets in Tiny Luxembourg
At least 266 members of the Forbes billionaire list — none of whom are locals — have companies there.
02/09/2021
What the Dickens? by David Miller
Markets continue to move in mysterious ways on a day to day basis
02/08/2021
Why You Should Avoid the Comfort of Investing With the Herd
People are looking for the simple narratives, the very big mega-cap businesses. And they’re not really paying attention to valuation.
02/08/2021
AssetCo doubles River & Mercantile stake in major fund and wealth strategy shift
AssetCo has ploughed £5.7m more into R&M and announced plans to develop an asset and wealth business, a month after Martin Gilber tjoined a consortium backing the company.