05/28/2021
Utmost Group, which aims to complete the purchase of Quilter International by the end of this year, unveiled assets under administration of £36.7bn at 31 December 2020, compared to £30.1bn at the end of 2019 on the back of the Equitable Life a
05/28/2021
The ranking recognises the astounding growth the business has achieved, now 1,200 people across 16 locations with assets under administration of more than £260bn.
05/27/2021
HSBC Exits U.S. Retail Banking to Target Wealth Business
HSBC will continue investing in US international wholesale banking franchise
05/27/2021
“We invest in forward-thinking firms to optimise their capital value, providing the framework they need to significantly grow their business, without compromising on client service or independence.
05/27/2021
Our transformation and restructuring programme has resulted in continued operational efficiencies and productivity so we are coming out of the pandemic strategically and operationally stronger.
05/26/2021
New Family office launches
The first service to be announced under the umbrella of Walgate
05/26/2021
Maven is an owner-led business comprising 12 partners, with a regionally based team of 91 investment executives and support professionals.
05/26/2021
Nearly half (46%) of the financial advisers questioned said that new variants and failure to have a consistent global rollout of the vaccine would increase volatility in stock markets.
05/26/2021
Money manager St James’s Place said inflows this year had surged as government spending and the vaccine rollout drove positive investor sentiment.
05/26/2021
“We strongly believe that today’s portfolio returns should not be at the expense of future generations."
05/25/2021
Investment group eyes M&A deals in UK wealth sector
Firm believes ‘there are opportunities’ in the market
05/25/2021
It is testament to the great work that my team and everyone at Oak has achieved over the last year
05/25/2021
Profit before tax at the firm fell 3% to £10.4m in the 12 months to the end of December from £10.7m in 2019.
05/24/2021
Deals are on the agenda for Investec in Britain
In London it is focusing on investment banking for mid-tier clients and is trying to expand its private client and wealth management operations.
05/24/2021
Global wealth firm unveils client liaison office in Cyprus
It will become the country’s expat financial advice hub post-Brexit
05/24/2021
The pandemic has given wealthy families time to reassess their way of life, their goals and where in the world they want to live, and many are now looking for a different kind of lifestyle and administrative support.
05/21/2021
The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.
05/21/2021
Winners are judged by a panel of independent experts from across the wealth management industry.
05/21/2021
The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.
05/21/2021
Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.