08/14/2019
One in four wealth managers feared unready for SMCR
Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.
Wealth and Asset Management
08/14/2019
Accountancy firm's business advisory team hits £1 million in fees
A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base
08/13/2019
Quilter unveils three-month financial adviser training course
Firm believes it is ‘enough time to become qualified and to carry out the job confidently’
08/13/2019
Choosing a Wealth Manager: the Decision-Making Process in the UK
Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.
08/13/2019
Walker Crips signs new tech deal in search for cost savings
We were looking for a business management system
08/12/2019
5 Trends That Wealth Managers Need to Keep Their Eyes On Right Now
While overall satisfaction toward wealth management firms are still at a healthy level, wealth clients’ expectations are increasingly shifting to expect their wealth management providers to offer seamless, convenient digital experiences, and current
08/12/2019
Sanlam UK’s Income Study
The study, which has been running for more than 30 years, is a quantitative assessment that reviews and monitors the performance of all UK equity income funds over a six-month period.
08/12/2019
SJP bites back as it gets shamed for Woodford dog fund
Two funds on Bestinvest’s buy list feature in the latest Spot the Dog
08/12/2019
Brewin opens in Bath following £19m wealth deal
Brewin Dolphin has completed its acquisition of Bath IFA, Epoch Wealth Management, after first announcing the deal in April.
08/09/2019
HSBC’s ‘Internal Activist’ CFO Stevenson Seen as Chief in Waiting
A lumbering giant, HSBC, Europe’s biggest bank by market value, has been shrinking its international footprint, a strategy shift that has yet to pay off for investors.
08/09/2019
How To Make Sure Your Family Business Survives The Transition Between Generations
Estera recently gathered a round table of wealth advisers to discuss the implications and how they work with clients to ensure a smooth business succession.
08/09/2019
Hedge boutique buys wealth firm fund in private client push
Citywire A-rated manager gives way to Henley-based firm, which makes its first foray into the multi-asset market.
08/09/2019
Graham Bentley: SJP’s opportunity cost
Every advice business in the UK is a ‘rival’ to SJP
08/08/2019
Barclays opens tech lab as part of Aberdeen’s diversification drive
Aberdeen’s entrepreneurial spirit and the drive to diversify the north-east economy has encouraged Barclays to open its second Scottish Eagle Lab.
08/08/2019
Wealth management firm opens in Belfast 'to cope with demand'
The firm has had advisers here for around two years - and Mr Durlacher said the new offices demonstrated its commitment to the province.
08/08/2019
Norwich broker seeks wider market with fund launches
Norwich stock broker and wealth manager Barratt & Cooke has launched two fund-of-funds as it seeks to tap new sources of revenue.
08/07/2019
Pacific Asset Management teams up with wealth manager
The most tangible ‘alpha’ lies in the advice, says PAM chief executive Matt Lamb
08/07/2019
Assets rise at Standard Life Aberdeen in ‘tough’ investment climate
Assets managed by Aberdeen Standard Investments were £525.7bn (FY 2018: £505.1bn)
08/05/2019
Quilter sells life assurance business
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
Revealed: The shortlists for the UK Platform Awards 2019
Adviser awards shortlists revealed