09/12/2019
Fos apologises for SJP data error
“We’d like to apologise for any confusion caused.”
Wealth and Asset Management
09/12/2019
UK based wealth manager confirms up to £80 million permanent growth capital
Kingswood considered a number of fundraising options through institutional markets and investors
09/12/2019
KBI Global Investors' focus on Transparency is recognised at the TAAM Awards
Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.
09/11/2019
Eight in 10 wealth firms fail at technology
Bad digital services risk driving future clients away
09/11/2019
Impact Investing – The Business Model Of The 21st Century: Economic Forum In Krynica, Poland
Impact investments can be defined as investments focused not only on profit but also on the creation of tangible social and/or environmental benefit.
09/11/2019
STM Group on the hunt for acquisitions
As it looks to recruit a UK-based head of distribution and product
09/11/2019
Saffery Champness senior trust manager listed in Top 35 Under 35
She is also on the Citywealth Leaders List and features on the epc Top 35 Under 35 Channel Islands listing.
09/11/2019
Support services for wealthy individuals are growing
Most recently it has been the turn of so-called ‘family offices’ – advisory firms that manage the affairs of super-rich individuals and dynasties.
09/10/2019
Merian targets £100m fundraising for trust
The group says the trust is now seeking additional capital in order to “execute the next phase of investment opportunities.”
09/10/2019
UBS Asset Management's Climate Aware strategy surpasses USD2 billion
Climate change and the speed of global warming are two of the greatest systemic risks to the planet.
09/09/2019
Quilter Cheviot secures Category 4 licence in Dubai
Quilter Cheviot's Dubai office has successfully secured a Category 4 licence, having previously operated within the DIFC (Dubai International Financial Centre) as a representative office
09/09/2019
Ultra-high-net worths – how a changing market spurs advisers to adapt
The wealthy of these nations were traditionally humble people who wanted the best for their offspring, with many sending their children to be educated in the UK and US where they often settled.
09/09/2019
7IM launches range of ultra low-cost model portfolios
The range of model portfolios will be rebalanced quarterly, with the flexibility to change the asset allocation at any time to ensure they are still aligned with the overall strategic asset allocation.
09/06/2019
UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
09/06/2019
Mace to refurbish former HSBC headquarters
The listed front section of the building, which was initially completed in 1840, will be converted to provide a wellness suite, a business lounge and a multi-function room.
09/06/2019
Jersey’s women feature strongly in awards final
The awards recognise those in the wealth sector, highlighting the female leaders of today and tomorrow.
09/06/2019
TMF Group expands fund services through Channel Islands acquisition
Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business
09/06/2019
Wealth manager creates 'super' southern office
'To support clients'
09/06/2019
CII launches exclusive qualification with St James's Place
The City watchdog pledge action against any company it found did not treat vulnerable customers fairly.
09/05/2019
FlowStone Partners launches private equity-focused FlowStone Opportunity Fund
The FlowStone Opportunity Fund will invest in a mix of secondaries, primary investments, and co-investments and will be diversified across several important metrics, including underlying manager/investment strategy, vintage year, sector and geography.