09/15/2021
Private equity frenzy in wealth management catches UK regulator’s eye
The FCA has asked advisers to weigh in on the possible risks to investors from PE ownership of an increasingly large proportion of the market
09/15/2021
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
09/15/2021
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/13/2021
To deliver its purpose, Tilney Smith & Williamson has set out three core values that it is committed to embedding in the culture of the business.
09/13/2021
In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.
09/13/2021
During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.
09/13/2021
Merger sees former owner join as a senior financial adviser
09/10/2021
The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.
09/10/2021
Substantial business could walk out of the door if relationships are not built early enough
09/10/2021
This has seen 64,900 BN(O) visas applied for during the first two quarters of this year according to the National Statistics from UK Home Office.
09/09/2021
The code outlines how those investing for British savers and pensioners should “create long-term value for clients and beneficiaries leading to sustainable benefits for the economy
09/09/2021
Sanlam reports strong 2021 interim results.
09/09/2021
Suntera Global makes second Luxembourg acquisition
The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg
09/09/2021
The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.
09/08/2021
Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.
09/08/2021
Cinven to snap up £2bn wealth management platform
The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.
09/08/2021
Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.
09/07/2021
19 shortlists
09/07/2021
Preserving wealth for one or more lifetimes requires long-term, strategic thinking
09/07/2021
Tavistock Wealth saw a 7% increase in revenue to £5.9m (2020: £5.5m).