12/01/2020
Billions sat in cash ISAs could be losing value but savers have no idea of interest rate
Just 57% said they knew what the account paid.
12/01/2020
Wealth manager buys advice firm for £7.8m
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
12/01/2020
Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,
12/01/2020
All said the equity oil sector may see some profit taking in the near term.
12/01/2020
Technology-facilitated personal gated communities have become a way of life for some, but not all.
12/01/2020
Roughly 500 years later, a new iteration of Luther’s Ninety-Five Theses sprang up.
11/30/2020
The group said it was looking to raise £5.3m from investors to fund the acquisition
11/30/2020
The road to replatforming has been long and costly for Quilter.
11/30/2020
Pictet has launched the Pictet-Human fund, part of its active management range of global thematics, in which manages $53 billion in twelve other strategies.
11/30/2020
Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.
11/29/2020
Why is value-add so important in the future of fund administration
Outsourcing fund administration has never been more popular, and with the funds landscape becoming more complex, that’s generally for good reason.
11/27/2020
Quilter International launches new bonds for UK market
These new offshore bonds strengthen Quilter International’s high net-worth proposition and offers more choice to clients and advisers over which jurisdiction they want to situate their wealth.
11/27/2020
Round Hill Selects JTC As Fund Administrator
JTC has provided full support through the launch working closely with the Round Hill team and the teams of specialist advisors in the UK and Guernsey.
11/27/2020
They combine wealth management with comprehensive financial planning.
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
Peter Harrison looks back at how the global pandemic has fundamentally changed the way people do business.
11/27/2020
Because we are network-focused and with our history, we are a natural home for professional, independent advisers.
11/27/2020
The company has won various awards - and boasts £1bn of assets under management
11/27/2020
Schroders and Big Society Capital are seeking £100m for the trust, which will invest in areas such as high impact housing.
11/26/2020
Funds run by women have outperformed in 2020 after limiting losses in March turmoil