08/12/2022
Bishop’s predecessor Steve Ford had previously told FTAdviser he expected the unit to grow its AUM to £3bn in the coming years, from £1.6bn at the end of March. Of that, £1bn is managed on a discretionary basis.
08/12/2022
Better-than-expected UK economic performance may come at the cost of higher interest rates as the Bank of England is showing new focus on taming inflation
08/12/2022
Succession has established itself as one of the leading consolidators in the UK’s advice and wealth management sector, which is highly fragmented and going through an extended period of busy M&A activity.
08/12/2022
The subscription period will start on 29 August and run until 9 September.
08/11/2022
These departures are part of a trend, with almost 100 leaving the network in 2020.
08/11/2022
Solid start to new £2.5bn operating capital generation target by 2024
08/11/2022
At around 5 percent, sovereign investor Qatar Holdings is the bank’s second largest shareholder, as of November 17.
08/11/2022
To outperform over the long-term, investors have to ride out difficult periods.
08/10/2022
This year global equity markets have experienced one of the worst periods of negative performance in recent years.
08/10/2022
The UK wealth manager paid £5.3m in compensation to redress misleading pension scheme advice, with professional indemnity insurance covering £3.1m.
08/10/2022
In the second quarter of 2022, we delivered a net profit of EUR 475 million and an ROE of 8.8%, a good result.
08/08/2022
Haibun will provide Titan Wealth with another suite of investment products to distribute to its clients and to IFAs, with tax efficient investment products continuing to be in demand from investors.
08/08/2022
M&G completed its acquisition of another independent financial advice firm, Sandringham Partners in January 2022.
08/08/2022
Schroders’ Kimberley Lewis, Head of Active Ownership, and Remi Olu-Pitan, Head of Multi-asset Growth and Income, have both been actively involved with BWAM since its inception.
08/08/2022
Stonehage Fleming’s head of equity management, Gerrit Smit, believes that after heightened uncertainty in the first half of the year there are signs that market risks are stabilising.
08/08/2022
The firm aims to continue this growth trajectory and to position themselves accordingly
08/08/2022
Schroders-run funds once again dominate Bestinvest’s Spot the Dog list of repeat poor performers, although market rotation helps many value and income funds bolt from the kennel.
08/05/2022
Alexandre de Rothschild, Executive Chairman, commented: “The performance in the first six months of 2022 has continued to be strong, after a record year in 2021."
08/05/2022
The downgrade follows Credit Suisse's announcement of a renewed strategic review and weak second-quarter results.
08/05/2022
Growth was hit by the asset-management division, after "adverse market movements and cautionary investor sentiment" led to operating profit there falling 6.6%, the company said.