09/15/2021
Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
Wealth and Asset Management
09/15/2021
The Latest Estate and Succession Planning Trends in Europe
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/13/2021
Tilney Smith & Williamson sets out 'statement of purpose'
To deliver its purpose, Tilney Smith & Williamson has set out three core values that it is committed to embedding in the culture of the business.
09/13/2021
The Omnichannel Experience - Creating Harmony Across Wealth Management
In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.
09/13/2021
Coutts recognised by HRH The Princess Royal for training excellence
During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.
09/13/2021
Gilson Gray Financial acquires Dunblane rival in seven-figure deal
Merger sees former owner join as a senior financial adviser
09/10/2021
Schroders and BlueOrchard’s climate impact strategy rapidly attracts $100 million
The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.
09/10/2021
How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
09/10/2021
Quilter International: Nearly half a million people issued British National Overseas passports
This has seen 64,900 BN(O) visas applied for during the first two quarters of this year according to the National Statistics from UK Home Office.
09/09/2021
Coutts passes tough regulator test on responsible investing
The code outlines how those investing for British savers and pensioners should “create long-term value for clients and beneficiaries leading to sustainable benefits for the economy
09/09/2021
Sanlam 2021 Interim Results
Sanlam reports strong 2021 interim results.
09/09/2021
Suntera Global makes second Luxembourg acquisition
The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg
09/09/2021
Sanlam exits UK businesses to sharpen focus
The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.
09/08/2021
Why The Wealth Management Industry Has So Much to Gain From AI
Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.
09/08/2021
Cinven to snap up £2bn wealth management platform
The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.
09/08/2021
LGT Vestra and Wealthify to offer low-fee digital investment service
Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.
09/07/2021
Revealed: All the shortlists for Schroders UK Platform Awards
19 shortlists
09/07/2021
Julius Baer's head of wealth planning's seven tips on how to preserve your wealth
Preserving wealth for one or more lifetimes requires long-term, strategic thinking
09/07/2021
Tavistock turns £1.23m profit as performance turns around
Tavistock Wealth saw a 7% increase in revenue to £5.9m (2020: £5.5m).
09/07/2021
Partners Group reports strong H1 2021 financials driven by a significant increase in performance fees
These strong realizations are a testimony to our thematic investing approach and the significant value created in these companies and assets over many years.