06/25/2021
Advisers launch a tech revolution to tap the wider market
Wealth managers create ‘hybrid’ services that combine low-cost digital advice with face-to-face options
06/25/2021
Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering
06/25/2021
The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.
06/25/2021
The Greensill Capital collapse, which was triggered when it suspended $10bn in funds used by the supply chain finance firm, also impacted.
06/25/2021
Companies take tentative steps to breaking traditional mould
06/24/2021
The deal came on the back of Fairstone having secured additional investment from global private equity house TA Associates.
06/24/2021
Macfarlanes advises on sale of wealth management firm
The sale, which remains subject to regulatory consent, is expected to close in the third quarter of 2021
06/24/2021
Rathbones has £60m war chest for further acquisitions
"We were fortunate that Ipiris, who previously owned it, were looking to sell.”
06/24/2021
But as the Treasury Select Committee says in its report, the FCA must set milestones for change to be achieved.
06/24/2021
Venture capital has historically presented investors with returns substantially in excess of public equity markets and other private market strategies.
06/23/2021
Raymond James unveils new employment model to spur UK growth
The model became popular with entrepreneurially minded wealth managers who wanted autonomy over their investment decisions and to put their clients at the heart of their business.
06/23/2021
The group now has assets under management and advice of £30.9bn, an increase of 92 per cent on the £16bn figure for 2020.
06/23/2021
Oil magnate Sergey Bogdanchikov claims the bank lost half his $150 million portfolio in a kickback scheme.
06/23/2021
Prime homes in capital selling at fastest rate in seven years
06/23/2021
He spoke of a shift to health not wealth - or what he believes is a stronger focus on personal health and on ensuring affairs are in order and that the legacy of family wealth is preserved.
06/23/2021
“Thanks to our collaboration with such a high calibre financial institution, as Shawbrook Bank,"
06/23/2021
Combined £60bn business will make Rathbones third largest wealth manager in the UK
06/22/2021
Schroders Personal Wealth joins We are Change initiative
As a strategic partner SPW will sponsor places on the scheme, helping to pay for the training, exams and upskilling of those looking to become financial advisers.
06/22/2021
Northern Trust Asset Management’s Marie Dzanis on the polar explorer who inspires her leadership
'Covid taught me personally a lot about culture and the new level of leadership that is required,' says the head of Northern Trust Asset Management’s Emea business
06/22/2021
Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth