06/12/2019
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget ‘how much they value a personalised approach’
Wealth and Asset Management
06/12/2019
Guernsey enhances its offer in the family office space
A Private Trust Company acts as a trustee to a specific trust or group of connected trusts, often for one family.
06/11/2019
EFG International to enhance its offering for Independent Asset Managers
The new offering will be launched on 01 September 2019.
06/11/2019
WHIreland Wealth Management wins further Wealth Adviser award
We pride ourselves upon providing a first class service to a diverse range of private, charity, corporate, and institutional clients, and this award further recognises these efforts.”
06/10/2019
Clifton AM acquires Shrewsbury firm in bid to launch regional network
Plan for Life WM 'first step'
06/10/2019
The Future of the Family Office
Over the last 10 years, the number of family offices around the world has been significantly increased and this trend is expected to continue in the future. Family …
06/10/2019
Clifton Asset Management makes wealth manager acquisition
The first to join, Plan For Life was described as “the ideal advisory business” Clifton is looking to attract to its regional network.
06/10/2019
Customer care vital to HNW clients
In fact care and attention were so important that almost two thirds were willing to pay more or achieve lower returns if they received a high quality of service and 63 per cent had switched provider due to insufficient attention in the past two years.
06/09/2019
Van Lanschot Kempen completes share buy-back programme
The programme was announced on 21 February 2019.
06/09/2019
Hargreaves Lansdown apologises to customers locked in Woodford fund
Woodford Equity Income Fund was on investment platform’s favourite funds list
06/07/2019
Kingswood partners with Flagstone to launch new cash platform proposition
Kingswood believes the flexibility and accessibility of choice coupled with the compensation protection will act as a strong incentive for clients to move their savings into accounts paying higher rates of interest.
06/07/2019
Are you richer than you think? How to calculate your net worth by Penny Lovell
‘Your net worth is usually determined by what remains after your bad habits are subtracted from your good ones.’ – Benjamin Franklin
06/07/2019
Axxsys joins larger asset and wealth consultancy
Axxsys has provided specialised management consultancy and technology implementation services to the investment management industry since 2003.
06/07/2019
Will US firms change the face of Britain’s advice market?
The service lets clients first select their goals (whether it be sending their children to university or saving for retirement), and then provides them with the probability of achieving each goal, as well as suggestions on how to increase the probability
06/06/2019
UK wealth manager eyes £2bn AUM
As double acquisition adds around £250m towards its target
06/06/2019
Woodford – our view
While the trading suspension is very frustrating for those who need the capital now, it’s a protection against risk for investors.
06/06/2019
Standard Life Aberdeen eyes £30m IFA swoop on Grant Thornton
The Edinburgh-based asset management giant is in exclusive talks to buy GT's IFA business, Sky News learns.
06/06/2019
Investors plough £10m into UK's newest private bank
The fund rasing was disclosed in the company's annual results, which showed operating expenses up 17.5% at £12.1 million last year and total income 63% higher at £6.4 million.
06/06/2019
Dolfin powers up with Falcon acquisition
The London wealth management boutique is makes new headway with the acquisition of Falcon private bank amid raft of impressive hires, reports Arun Kakar
06/06/2019
Arbuthnot Latham moves to Euroclear’s investment fund service
Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.