07/21/2022
Originally founded in Manchester in 2009 as an accountancy firm, Sedulo aspires to be a one-stop-shop in the provision of professional services to SME clients.
07/21/2022
Saltus has bought London-based Higgins Fairbairn Advisory, its third acquisition in less than a year.
07/21/2022
Financial planning income grew 5.6% to £11.3m (Q3 2021: £10.7m), driven by demand for ongoing financial planning advice.
07/21/2022
FTSE loses 6% in three months to June
07/20/2022
Profit before tax increased 11% to £3.4m (30 June 2021: £3.0m)
07/20/2022
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
What kind of ESG investment products and wealth management services are most in demand?
07/20/2022
These are at different stages of development – from about to sign the documentation, through to just getting to heads of agreement, through to initial discussion.
07/20/2022
A good yard stick for a portfolio fit for all conditions is its average performance over the longer term
07/20/2022
Swiss banks are not allowed to proactively solicit clients in Europe unless they have a branch in the respective market.
07/20/2022
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
07/20/2022
The APC Financial Solutions & Consultancy Services team offer comprehensive financial planning services across the investment and protection space.
07/19/2022
Rising recessionary fears are compounding high inflation, a prolonged war in Ukraine and investors reducing risk exposures.
07/19/2022
They are creative and willing to offer different types of advice for consideration, and there is good attention to often overlooked details and strong risk mitigation.
07/19/2022
AuMA at £34.2bn
07/19/2022
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
07/19/2022
‘We’re not your typical British wealth manager’
07/19/2022
Swiss group is looking to expand its private markets division with new strategies following the hire of Sanjay Gupta as global head of private equity investing.
07/19/2022
The move will help pave the way for further expansion of the leading integrated wealth management and professional services group in the South East.
07/18/2022
Private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities.