03/05/2021
Financial services group hits £1bn mark with double acquisition
The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.
03/05/2021
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
Management fees for the funds are waived with immediate effect.
03/05/2021
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/04/2021
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Announced at a virtual gala ceremony on 23rd February
03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Swiss Financial Services in 2030
03/04/2021
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/03/2021
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/02/2021
M&A will be an integral part of STAR and Hawksford’s growth strategy
03/02/2021
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency
03/02/2021
Billionaire hedge fund boss pays himself UK record of £343m
Sir Chris Hohn’s Children’s Investment fund reports 66% jump in profits
03/02/2021
Stephen Ford: ‘We will absolutely be acquiring in the next couple of years’
WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit
03/02/2021
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
03/02/2021
Growth in a challenging environment
03/02/2021
Over the past couple of years, fast-growing technology stocks have significantly outperformed the rest of the market.