05/17/2022
abrdn launches JISA on Wrap
The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.
Wealth and Asset Management
05/17/2022
South African wealth firm aims to ‘disrupt’ UK advice market
South Africa is a well-established market, and it has a lot of positives from an investment perspective.
05/17/2022
Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income
The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).
05/17/2022
The road to generational wealth starts with a plan
Building wealth is a priority for many people, and estate planning is a critical component of managing that wealth by ensuring your money is passed on in ways that align with your values.
05/17/2022
SJP makes changes to fund range
The wealth manager said this will increase diversification and reduce manager-specific risk.
05/17/2022
Law firm plans HNW advice launch
He is currently in talks with private equity firms about Wildcat’s expansion plans.
05/16/2022
Will Inflation Settle Soon?
With central banks on both sides of the Atlantic rapidly hiking interest rates to tackle rising inflation, we look at what could happen next.
05/16/2022
Elliott raises holdings in British wealth manager Brewin Dolphin
Brewin Dolphin, which provides discretionary wealth management in the UK and Ireland, has a network of more than 30 offices.
05/16/2022
New Study Offers Invaluable Operational Insights For UHNW Wealth Managers
In addition to tackling the potential weaknesses in the technology ecosystems UHNW wealth managers might be laboring under, this report will shed light on what best practices in accounting and investment analysis are in this rapidly shifting landscape.
05/16/2022
New scandal at Quintet
Stott's successor at Quintet is now called Chris Allen
05/16/2022
Indosuez Wealth Management reviews its 20 years of Private Equity Expertise and Presents its Ambitions
With more than US$6.3 billion in investments, and close to US$1 billion in 2021 alone, Indosuez has one of the most comprehensive and competitive platforms dedicated to the unlisted market.
05/13/2022
Wealth managers hit as growth stocks suffer
Turnround since the end of last year, as value strategies weather the storm better
05/13/2022
Rothschild & Co - Solid revenue performance despite less favourable market conditions
Solid revenue performance despite less favourable market conditions
05/13/2022
Ethical investment - latest for charities on striking the right balance
How should charity trustees approach the thorny issue of avoiding investments that conflict with their charity’s purposes whilst at the same time trying to maximise financial returns? This was the dilemma at the heart of a recent High Court ruling
05/13/2022
Over 600 people access Quilter Financial Adviser School’s free training module
The nation is grappling with high levels of inflation, which is causing a significant squeeze on their finances.
05/12/2022
Mattioli wealth arm acquires £80m Financial Planner
At 31 October 2021, Ferguson's gross assets were £0.19 million and net assets were £0.19 million.
05/12/2022
Acquisitive wealth management group swoops for Lincolnshire financial advisors
The £421,000 acquisition is expected to be completed following regulatory approval.
05/12/2022
Tilney S&W reports drops in AUM
The business has continued to perform well despite a more challenging market backdrop, with excellent performance across our financial services and professional services businesses.
05/12/2022
What charity trustees need to know about ethical investments
The case was brought by the charity trustees of the Ashden Trust and the Mark Leonard Trust, both part of the Sainsbury Family Charitable Trusts network.
05/12/2022
A return to fixed income
Should rising bond yields prompt a re-examination of fixed income assets and their role in portfolios?