06/15/2022
Wealth management trends and the ‘new normal’
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
06/15/2022
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
06/15/2022
The Financial Conduct Authority approved the change of control of RMG to AssetCo last month.
06/15/2022
Following the acquisition, Kingswood said now has about GBP7.0 billion under advice or management, compared to GBP7.2 billion on February 21.
06/15/2022
ZAS’ clients will now benefit from access to Apex’s single-source solution, including services such as Global Compliance Solutions, ESG Rating, Reporting & Advisory and Digital Banking.
06/14/2022
The combined businesses will have eight offices
06/14/2022
JP Morgan-backed Nutmeg’s total losses since inception have hit £115m after the digital wealth manager posted another deficit last year.
06/14/2022
He joins from NN Investment Partners, where he spent 3 years promoting and marketing their sustainable offering in the UK.
06/14/2022
The new name reflects that the business is now one firm with a single purpose, which enables it to offer a broader, integrated offering to all clients.
06/14/2022
Europe moves past Asia Pacific to second place in growth rate, fueled by a recovering economy in Europe and slowing growth in Asia Pacific; 70% of HNWIs globally have invested in digital assets and currencies
06/13/2022
Barclays Wealth Management & Investments has hired four wealth managers to bolster its presence in the East region, including a local manager.
06/13/2022
Stonehage Fleming’s mission is to be the trusted adviser to successful families and wealth creators.
06/13/2022
Lumin Wealth said the purchase builds on its strategy of partnering with “like-minded advisers who share the same high standards” and commitment to client-centric solutions.
06/10/2022
SJP will provide specialist financial advice for members to help them feel financially confident and in control
06/10/2022
Morgan Stanley and Oliver Wyman report
06/10/2022
These solutions aim to meet the changing needs of those at retirement age, as well as providing additional support for brokers dealing with higher-level loans.
06/09/2022
This partnership will provide Benchmark’s high-quality advice firms with access to leading-edge financial wellbeing practices, resources and research to continue to develop their client propositions and relationships.
06/09/2022
In the meantime, Prime Minister Boris Johnson, having just won a confidence vote, is still fighting for control of his party and political survival.
06/09/2022
Currently, just 14% of survey respondents do not use model portfolios for their clients.
06/08/2022
Although the passive approach will remain, the current environment calls for active management
06/08/2022
This award cements the bank’s dominance in the provision of wealth management services in the industry.