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
Wealth and Asset Management
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
08/05/2019
HSBC first-half profit rises 16%, announces $1 billion buyback
Europe’s biggest bank by assets reported a pretax profit for the first six months of $12.41 billion, up from $10.71 billion in the same period a year earlier.