01/27/2022
UBS Agrees to Acquire Wealthfront
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US
01/27/2022
The UK's third-largest wealth manager could soon be on the block as Tilney eyes sector deal rush
01/27/2022
Smith & Williamson announces partnership
Within the partnership, Smith & Williamson and Innovate Finance will collaborate on a series of events and thought-leadership insights for members including findings from a survey on key fintech themes, including collaboration between start-ups and in
01/27/2022
St James's Place assets surpass $200 bln as inflows keep coming
St James's Place said its 2021 client retention rate was its strongest year to date, contributing to funds under management rising 19% over the course of the year.
01/27/2022
Fairstone makes double purchase
Both firms had initially partnered with Fairstone through its proprietary downstream buyout model.
01/27/2022
Consolidator entrant buys £280m Liverpool adviser
The addition of Pavis to the Verso group, adds scale to Verso’s network and creates a hub in the North West as Verso builds its national footprint.
01/27/2022
A salesman who believed in wearing out shoe leather, during fifteen years at Brooks Macdonald he built and managed a 35-strong sales team.
01/27/2022
The fourth quarter tax benefit reflected a positive deferred tax asset valuation adjustment of € 274 million resulting from the strong performance of Deutsche Bank’s US operations.
01/26/2022
Gilbert's attention shifts to wealth firms after R&M deal
Gilbert said the R&M deal had been a big focus of his "for much of the past year" and that AssetCo now had "nothing imminent" in the acquisition pipeline.
01/26/2022
Quilter reports a strong final quarter of 2021
Strong performance from the new Quilter Investment Platform
01/26/2022
Brewin Dolphin fund inflows hit £1bn in latest quarter
Continued organic growth momentum, advice-focused strategy delivering
01/26/2022
Kingswood buys South Yorkshire IFA in first deal of the year
This will make client transition as smooth as possible and enable me to continue to oversee my clients' best interests for the future.
01/25/2022
The financial results are still subject to detailed finalization and review.
01/25/2022
The parties welcome this opportunity to embark on the next chapter in their growth story.
01/25/2022
We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion
01/25/2022
A look at the major movers on the London market on Tuesday
01/24/2022
In the future, he will be responsible for the region as chairman while remaining an equity partner and reporting to Marc Pictet.
01/24/2022
Neither boutique firm disclosed financial details of the transaction, which closed on Friday.
01/24/2022
“Advisers know they need to look out for vulnerability, but don’t know how to do it. It’s not a good place to be in as an industry.”
01/24/2022
Montagu and Hg will become co-controlling investors, supporting Waystone to further scale its global platform for fund governance solutions