10/28/2020
Families demonstrate commitment to improving environmental outcomes and reducing inequality
This is particularly interesting when you consider that, to the untrained eye at least, you could presume our clients to be inclined to prioritise returns over values.
10/28/2020
“If you’ve ever wondered which side you’d be on in 1930s Germany, now you know.”
10/28/2020
Walker Crips buys HNW adviser
Walker Crips has purchased the client book and assets of Yorkshire financial adviser MA Heap.
10/27/2020
St James’s Place net inflows slow amid ‘challenging’ environment
Funds under management at record high of £118.7 billion
10/27/2020
A client agreement accessible on Fairstone’s website reads: “Information provided by Fairstone Private Wealth may form part of a recommendation we make to you.
10/27/2020
Many investors are guilty of ‘home bias’ – having too much money in their own nation’s markets relative to the size of that nation’s market in global terms.
10/27/2020
SJP partner practice owner says targeting the sporting sector for future employees ‘is a no brainer’
10/27/2020
Benjamin Dyson, a 27-year-old financial adviser at Foresight Independent Financial Planning, is the PFS's youngest fellowship graduate in 2020.
10/26/2020
Our Wealth Management business has remained operationally robust despite the significant market falls in March
10/26/2020
EY, Sionic and PwC named Europe's top wealth management advisors
The award for Best M&A Advisor went to PwC
10/26/2020
SJP has frequently come under fire for its policy of rewarding partners with lavish perks such as cruises
10/26/2020
Icapital Network targets expansion in Europe and Asia
iCapital currently has US$8bnfrom non-U.S. investors, making it one of the largest alternative investment platforms outside the U.S.
10/26/2020
The deal with the $7.8trn (£6trn) asset management behemoth is part of an ongoing strategy to reduce fees for clients.
10/25/2020
In selecting IQ-EQ as winner, the judges commented that they were not only impressed by the scale and breadth of our global service offering, but by our innovations in technology.
10/23/2020
“We have the capacity to source deals in the U.S. that we can bring to Europe,” Gerard, 56, said in an October interview. “We play this card.”
10/23/2020
The results show the platform experienced £553m of negative market movements over the nine months as the coronavirus crisis saw global markets tumble.
10/23/2020
In the first nine months Group income increased 3% to £16.8bn with pre-provision profits4 increasing 9% to £6.9bn.
10/23/2020
Investing globally proved to be the right approach in September
10/22/2020
Quilter Investment Platform transformation project on track with around 80% of platform assets to be migrated by year-end.
10/22/2020
D2C growth particularly strong