09/16/2019
St James's Place reacts to 'forgery' claims
The client, named Miss J in the Ombudsman documents, also claimed the adviser “forged” her signature in a “doctored” document.
Wealth and Asset Management
09/15/2019
Failed wealth manager circled by 100 firms
In some cases clients of the wealth manager were paying fees and charges as high as 20 per cent of their total investment, the FCA claimed.
09/14/2019
What Are The Hot Investment Tnvestment Families Are Chasing?
Some of the trends Mehta Ventures, the family office in India, identified included more family offices looking for direct investments across various sectors.
09/13/2019
Wealth manager ups its funds under management to £13 billion
Brooks Macdonald sees profits increase amid economic uncertainty
09/13/2019
Apprenticeships Help Brewin Dolphin Swim In The Fast Lane
Now the firm plans to work with the college to recruit another group of apprentices in the autumn.
09/13/2019
Two Acquisitions Completed by Wealth Management Giant
The two deals will bring a combined £215m of funds under management to AFH, raising its total above £5.6bn.
09/13/2019
Fairstone hails acquisitions and 'significant' client growth
Fairstone operates what it called “a unique model” that reverses the traditional buy and build approach.
09/12/2019
Investec goes for Gabelli Value’s throat with discontinuation vote
In an open letter to Gabelli’s chairman Jonathan Davie, Chris Hills, Investec’s chief investment officer, attacked the board for its inaction over the trust’s ‘material underperformance’ that has seen its net asset value (NAV
09/12/2019
Fos apologises for SJP data error
“We’d like to apologise for any confusion caused.”
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.