09/09/2021
Sanlam exits UK businesses to sharpen focus
The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.
Wealth and Asset Management
09/08/2021
Why The Wealth Management Industry Has So Much to Gain From AI
Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.
09/08/2021
Cinven to snap up £2bn wealth management platform
The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.
09/08/2021
LGT Vestra and Wealthify to offer low-fee digital investment service
Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.
09/07/2021
Revealed: All the shortlists for Schroders UK Platform Awards
19 shortlists
09/07/2021
Julius Baer's head of wealth planning's seven tips on how to preserve your wealth
Preserving wealth for one or more lifetimes requires long-term, strategic thinking
09/07/2021
Tavistock turns £1.23m profit as performance turns around
Tavistock Wealth saw a 7% increase in revenue to £5.9m (2020: £5.5m).
09/07/2021
Partners Group reports strong H1 2021 financials driven by a significant increase in performance fees
These strong realizations are a testimony to our thematic investing approach and the significant value created in these companies and assets over many years.
09/07/2021
Tavistock Investments lays out plans for wealth sale proceeds
The funds from Titan Wealth will enable the board to make acquisitions without diluting the interests of shareholders.
09/07/2021
The wealthy clients of Pilatus Bank
Pilatus Bank served as a clearing-house for hefty, multi-million transactions for PEPs. An FIAU penalty of €5 million revealed the extent of its activities
09/06/2021
Mattioli Woods' Acquisition Of Wealth Management Firm Completes
Application has been made for the admission of the Ludlow Wealth Management consideration shares to trading on AIM.
09/06/2021
Multrees wins OMBA Advisory & Investments mandate
The partnership with Multrees will enable Omba to provide both UK onshore and offshore custody solutions to its clients.
09/03/2021
South African wealth manager buys London advice firm
Decided to expand its UK presence through this acquisition to support the growth of Holborn Financial and we are very pleased to be on this journey with the Holborn team.
09/02/2021
New Wealth Management Firm Launched To Support British Expats Around The World
Headway Wealth, owned and managed by two expatriate wealth management experts, will support British citizens working in the UK or overseas, advising on a range of tailored investment opportunities
09/02/2021
Cherie Blair to headline Guernsey Private Wealth Forum
Mrs Blair’s efforts to make the world a better place ties in with this year’s event, entitled 'The Power of Capital', which will focus on the good that wealth can do.
09/02/2021
BNP Paribas in wealth management JV talks with China's AgBank -sources
The investment management arm of BNP Paribas will hold a majority stake
09/02/2021
Saltus expands financial planning arm with adviser purchase
Fish Financials’ Farnham offices will be retained, with all clients continuing to be served by their Fish adviser and team, supported by the wider Saltus team.
09/01/2021
How to build tax efficient retirement income by Weatherbys Private Bank
Although this may not be the most efficient for income tax.
09/01/2021
Mattioli Woods' £43.5m adviser acquisition faces delay
It has assets under advice of £1.6bn.
09/01/2021
Successful Succession Planning
The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.