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Wealth and Asset Management

06/16/2021

Global Market Insights by WHIreland Wealth Management

Inflation targeting has been very successful over the past two decades and there is a high level of public confidence that inflation will remain under control.

06/16/2021

D1 Capital Partners makes USD150m investment in Addepar

Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.

06/16/2021

Wealth management giant partners with professional golf association

The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.

06/15/2021

UK advice company partners with DFM firm to boost ESG offering

‘More and more clients want to express their values through their savings and investment choices’

06/14/2021

Ares Management and Maven Capital Partners back acquisitive new business

Titan Wealth Holdings looks to grow assets under management to £20bn-£30bn over next 5 years

06/14/2021

Old Mutual Wealth investment platform rebrands to Quilter

The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.

06/14/2021

UBS Remains in Race for Dutch Asset Manager

The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.

06/14/2021

Johnston Carmichael Wealth teams up with City firm Square Mile

Clients will be assessed as part of an in-depth consultation process to determine their suitability.

06/14/2021

Bedell Cristin lawyer to speak at BPP 2021 Family Office & PWM forum

Robert Christie, Partner, will be joining a panel of experts at a BPP 2021 Family Office & Private Wealth Management forum.

06/13/2021

Irish Life eyes dramatic bid for Davy

Insurer remains part of the bidding process and has designs on the disgraced stockbroker’s wealth management arm

06/11/2021

Johnston Carmichael Wealth partners with Square Mile

A primary focus of our business is to provide advisers with robust investment solutions to closely meet their clients’ needs, drawing on our in-depth, qualitative fund research.

06/11/2021

Brooks Macdonald: Drawdown battle won in first 7 years

The wealth manager launched a decumulation service for clients in drawdown in April 2019.

06/10/2021

A 237-year pedigree and four Jersey staff helps make a trillion-pound business

Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world

06/10/2021

City tycoon targets Hargreaves Lansdown with new investment platform

Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.

06/10/2021

Online trading group plans expansion into wealth management

“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”

06/09/2021

LGIM enters UK wealth market with 25-strong MPS range

Legal & General Investment Management has launched a range of 25-strong range of model portfolios for head of retail multi-asset funds Justin Onuekwusi.

06/09/2021

Whitman AM buys Kestrel Partners’ AIM Inheritance Tax Portfolio Service business

Kestrel and Whitman are working in close partnership to enable clients to transfer their AIM IHT portfolio management agreements

06/09/2021

Raymond James’ Peter Moores: ‘Our clients want to be close to the person making the decisions’

The CEO of Raymond James UK says the human touch is his firm’s USP – even for his 80-year-old clients who prefer Zoom calls

06/09/2021

DeVere ramps up hiring spree with young workers 'more than ready' to get to the office

Green said: "We committed to a six-month investment and hiring campaign earlier this year in order to meet soaring client demand across Europe for specialist financial advice and fintech solutions.

06/09/2021

Ruffer Asset Management Firm in London Made Whopping $1.1 Billion From Bitcoin in Just 5 Months

The company sold its holdings as it wasn’t expecting youngsters to spend time on trading as lockdown restrictions were being lifted.

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