03/15/2022
Verso Wealth Management acquires CDC, extending its presence to the North East
The addition of CDC to the Verso group adds scale to Verso’s network and creates hubs in the North East as Verso builds its national footprint.
Wealth and Asset Management
03/15/2022
Kendal-based wealth manager and IFA in business tie-up
Part of growth strategy
03/14/2022
LGT achieves significant rise in profit
LGT is well positioned to continue to achieve profitable growth in 2022.
03/14/2022
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
03/14/2022
Shard Capital Partners opens Jersey office
Shard Capital Partners has expanded it's discretionary asset management services to clients in Jersey.
03/11/2022
Schroder UK Alpha Plus Fund bolstered with two UK Equity Funds
The merger also means the Schroder UK Alpha Plus Fund will benefit from economies of scale, with the net asset value of the fund increasing to over £800m[1].
03/11/2022
Quilter stops third-party managers investing in Russia and Belarus
Used on firm's WealthSelect service
03/10/2022
Depledge Strategic Wealth Management achieves CISI accreditation
67 firms in UK
03/10/2022
Harsh Reality Dawns
The sanctions are only just starting to be implemented and we have yet to see the full force of the shock to the global economic system.
03/10/2022
Brooks Macdonald’s adviser funds up 60%
Total funds under management climbed £800mn to £17.3bn in the six months leading up to December.
03/10/2022
High-net-worths driving demand for onshore bonds
The research, undertaken by PureProfile, surveyed 100 UK-based wealth management advisers between September 22 and 29.
03/10/2022
Brooks Macdonald assets jump above £17bn as outflows reverse
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
03/10/2022
Credit Suisse's raft of wealth advisers in Moscow stay put as it reveals Russia exposure
A few days earlier UBS said it had around $200m exposure to Russian assets that were used as collateral in loans to clients at its wealth unit.
03/10/2022
Big growth plans for regional wealth manager
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
03/10/2022
Credit Suisse publishes its 2021 Annual Report and Sustainability Report
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Quilter reports 28% profit growth
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
Restrictions have lifted, but what do wealth management firms want as they return to offices?
Many of our clients are boutique financial services firms – for whom, as readers will know, reputation is everything.
03/09/2022
Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate
Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform
03/08/2022
IQ-EQ shortlisted for four awards
It recognises the best marketing, business development and PR professionals, who support business profit and navigating reputational risk in a digital world.
03/08/2022
Quilter launches 40 model portfolio funds in ambitious expansion
WealthSelect has been hugely successful over the years, and we are proud of the relationships we have built with advisers through this proposition.