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Quilter interim results

Adjusted profit before tax for the Group of £71 million

WealthSelect continues to reduce underweight allocations to UK and Europe as markets hit new highs

Markets continue to reach all-time highs following strong performance in the wake of multiple successful Covid-19 vaccine

Activist shareholder 'pleased' as SJP reviews operating model

One of the concerns PrimeStone expressed in October centered around SJP's "overly generous" compensation package which was "well above" its peers.

Collectibles offer a store of value for future generations

Art: a passion that also offers wealth preservation- Tiffany de Waynecourt-Steele

M&G’s new wealth boss on how he'll rival Quilter & SJP

M&G Wealth is a new arm of the giant asset manager made up of Ascentric (the platform recently acquired from Royal London), Prudential Financial Planning and the M&G Direct funds business.

Liontrust targets cheaper fees as four funds put on watch

Liontrust also raised wider concerns about eight of the funds in its range.

Wealth tax plan provides cover to increase existing taxes

“A one-off levy on private wealth could be tempting for policymakers because a 1% tax on assets could provide a one-stop-shop to repair public finances, by raising £260bn with a single measure.

How to manage pitfalls of giving wealth to next generation

They want their children to be independent, hard-working and able to achieve success on their own, yet, at the same time, they also feel the need to provide a safety net and help them out.

World’s Best Private Banks 2021: Western European

Technological savvy and a focus on entrepreneurs and business owners are helping Europe’s best private banks to weather the Covid-19 storm.

IQ-EQ crowned in prestigious 2020 STEP Private Client Awards

This year’s awards attracted a record number of entries worldwide – 319 submissions received from 27 countries – and was judged by a practitioner-led panel of industry experts.

These are the Golden Visas HNWs are hoping to secure for Christmas

International real estate experts on residency and citizenship through investment, Astons, reveal which residency and citizenships are top of the Christmas list for global high net worth investors looking to obtain a new passport for Christmas.

Landmark Third STEP Private Client Award For Accuro

The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders.

Schroders Personal Wealth to cut roles in business restructure

Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds

Quilter Is Reviewing Possible Sale of International Operations

Quilter as a whole had about 109.5 billion pounds under management at the end of the period.

Attivo seals first acquisition deals since pipeline pause

Sources close to the situation raised concerns that the reduction in support staff had increased the workload for financial planners at the firm.

Investec self-service onboarding removes the pain points for business clients

Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.

Global Investment Outlook 2021: the year when the COVID crisis ends

For sure, before vaccines are fully deployed, the pandemic will remain a challenge to the outlook.

BoE data paints precarious picture of housing market

The continued increase in house prices is likely to be unsustainable and if the stamp duty holiday is dropped in March and significant economic headwinds as a result of the pandemic start to bite, we may see a very different picture with borrowing and len

Sanguinity

A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.

Financial capital still dominates discussions around risk - Ari Tatos

Fragile leadership is another non-financial risk on peoples’ minds. Since our last Four Pillars report, ‘lack of future family leadership and direction’ has jumped from fourth to the second perceived risk to long-term family wealth.

Wealth and Asset Management