08/10/2015
Saunderson House: “We want to ask fund groups: 'When are fees coming down?’”
These reviews have caused significant downward pressures on profits for wealth managers
Wealth and Asset Management
08/10/2015
Robo wars: 5 big disruptive threats facing wealth firms
Developments in the US should serve as a warning for traditional UK wealth managers to take the digital threat seriously.
08/10/2015
EU confirms its endorsement of Guernsey
The EU Commission has confirmed its continued endorsement of Guernsey as a cooperative jurisdiction following a meeting between officials in Brussels.
08/09/2015
"What have the Romans done for us": History lessons for long-term planning by Penny Lovell
As I sat taking in my surroundings, what struck me was how many of the great Roman investments in architecture and infrastructure have stood the test of time, and how Monty Python’s response is still applicable today.
08/09/2015
Wealth management is an industry built on trust
Trust games: Europe’s NextGen HNWI more sceptical than US peers
08/09/2015
Cowes Week sailing regatta travel guide
Aberdeen Asset Management Cowes Week is the season’s most laid-back event
08/07/2015
IFP plans merger with CISI
The CISI said that the merger would benefit its own members by widening the choice of qualifications and professional development pathways available, ‘extending the opportunities for them to develop their careers in the field of wealth management&rs
08/07/2015
Barclays' McFarlane bans jeans and flip-flops in culture clampdown
It said that while dress-down Fridays could still go ahead with jeans, trainers and T-shirts all permissible, flip-flops face an outright ban.
08/07/2015
WH Ireland to shut Birmingham office
There is a lot of sensitivity involved when you close an office and you have to be careful about relocating people
08/07/2015
Brewin withdraws managed service for sub-£150k clients
The move coincides with the recent launch of Brewin’s direct-to-client service,
08/07/2015
Heartwood switches all funds to unclassified sector
In common with a number of other risk managed multi-asset fund ranges, we believe the unclassified sector is currently the best available option.
08/07/2015
SJP and Rowan Dartington tie-up to drive UK and Asia expansion
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.
08/07/2015
Tax concerns drive wealth manager clients to increase ISA savings
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.
08/06/2015
Profile: Vestra's private office boss on staying ahead of a growing field
The industry is increasingly moving towards offering high quality independent advice – with no sales – from people who are qualified and informed.
08/06/2015
Canaccord Genuity IHT portfolio added to Fusion Wealth
We had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management.
08/06/2015
Intrinsic eyes 220 Sesame advisers; Old Mutual spends £90m on platform
Old Mutual said it expected the number of restricted advisers in the network to reach 1,200 by the end of 2015.
08/06/2015
OMG explores 'synergies' as funds added to Quilter buylists
This is an important year for the wealth business and we are seeing significant transformation towards a vertically integrated wealth and asset management business
08/06/2015
Consolidator snaps up Devon advisory for £2.8m
Some pressure on pricing fuelled by deep-pocketed private equity buyers was offset by advisor demand for a secure home.
08/06/2015
Meet Alan Higgins, the contrarian at the Queen’s bank
He has a serious appetite for investing those billions in ideas that go against the flow
08/06/2015
Vestra Wealth accuses rivals of relying on apathy
The bigger cause of investor inertia is probably down to the stickiness of long embedded relationship