08/15/2022
IQ-EQ shortlisted across five categories in 2023 Citywealth IFC Awards
Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.
Wealth and Asset Management
08/15/2022
IWP acquires £250m Cambridge advice firm
Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.
08/12/2022
The growing role of External Asset Managers
In this regard, the quality of partnerships with strong and innovative custodian banks is a key asset.
08/12/2022
VZ Group sees assets grow to CHF 6bn in H1
The group increased its net profit to CHF 77m in the first half of the year.
08/12/2022
WH Ireland boss: We won't make acquisitions until we are profitable
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
UK economy: better-than-expected GDP paves way for more rate rises
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
Aviva to complete Succession acquisition and support further consolidation
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
CHF 2bn EdR fund downsizes Swiss real estate purchase plans
The subscription period will start on 29 August and run until 9 September.
08/11/2022
More Quilter advisers exit as network struggles to recruit
These departures are part of a trend, with almost 100 leaving the network in 2020.
08/11/2022
M&G plc Half Year 2022 results
Solid start to new £2.5bn operating capital generation target by 2024
08/11/2022
Credit Suisse’s Top Investor Discloses Stake Size
At around 5 percent, sovereign investor Qatar Holdings is the bank’s second largest shareholder, as of November 17.
08/11/2022
Even long term outperformers suffer years of underperformance
To outperform over the long-term, investors have to ride out difficult periods.
08/10/2022
Quilter plc interim results for the six months ended 30 June 2022
This year global equity markets have experienced one of the worst periods of negative performance in recent years.
08/10/2022
Brown Shipley pays out £5.3m for suitability failings
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
ABN AMRO reports net profit of EUR 475 million in the second quarter 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
Titan Wealth bolsters proposition with acquisition of Haibun Wealth
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 plc to acquire Continuum (Financial Services)
M&G completed its acquisition of another independent financial advice firm, Sandringham Partners in January 2022.
08/08/2022
Proudly supporting Black Women in Asset Management
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
‘I’ve never had such a toxic combination of risk factors’: Stonehage Fleming's Smit
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
LGT Wealth Management strengthens Intermediary Investment Services team following impressive MPS AUM growth.
The firm aims to continue this growth trajectory and to position themselves accordingly