09/10/2019
UBS Asset Management's Climate Aware strategy surpasses USD2 billion
Climate change and the speed of global warming are two of the greatest systemic risks to the planet.
Wealth and Asset Management
09/09/2019
Quilter Cheviot secures Category 4 licence in Dubai
Quilter Cheviot's Dubai office has successfully secured a Category 4 licence, having previously operated within the DIFC (Dubai International Financial Centre) as a representative office
09/09/2019
Ultra-high-net worths – how a changing market spurs advisers to adapt
The wealthy of these nations were traditionally humble people who wanted the best for their offspring, with many sending their children to be educated in the UK and US where they often settled.
09/09/2019
7IM launches range of ultra low-cost model portfolios
The range of model portfolios will be rebalanced quarterly, with the flexibility to change the asset allocation at any time to ensure they are still aligned with the overall strategic asset allocation.
09/06/2019
UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
09/06/2019
Mace to refurbish former HSBC headquarters
The listed front section of the building, which was initially completed in 1840, will be converted to provide a wellness suite, a business lounge and a multi-function room.
09/06/2019
Jersey’s women feature strongly in awards final
The awards recognise those in the wealth sector, highlighting the female leaders of today and tomorrow.
09/06/2019
TMF Group expands fund services through Channel Islands acquisition
Mark Weil, CEO of TMF Group, said: “We are excited to be growing our fund administration business
09/06/2019
Wealth manager creates 'super' southern office
'To support clients'
09/06/2019
CII launches exclusive qualification with St James's Place
The City watchdog pledge action against any company it found did not treat vulnerable customers fairly.
09/05/2019
FlowStone Partners launches private equity-focused FlowStone Opportunity Fund
The FlowStone Opportunity Fund will invest in a mix of secondaries, primary investments, and co-investments and will be diversified across several important metrics, including underlying manager/investment strategy, vintage year, sector and geography.
09/05/2019
Tenet acquires Edinburgh-based IFA
Forth Financial will keep its branding and joint director Tom O’Neill is set to retire from the business.
09/05/2019
Deutsche Bank Wealth Management – a dark horse?
Once a global wealth management powerhouse, DBWM no longer sits in the top 10 when it comes to AuM or stature.
09/05/2019
Former Barclays adviser targets low wealth high earners
Tindle Wealth Management has started a dedicated ‘Professionals Program’ for young high earners.
09/04/2019
$21 billion advisory firm is expanding to Europe
New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East
09/04/2019
Merger creates £11.5bn asset manager
The merger valued each Miton share price at 56.74 pence, combining the market value of the equity of 51.84 pence and a special dividend of 4.9 pence per Miton share for Miton shareholders.
09/04/2019
Kingswood buys financial planner
As previously announced, the Company is in final stages of due diligence with a major institutional provider of growth capital
09/03/2019
SMP Group completes acquisition
The deal has been undertaken with the support of Palat.ine Private Equity LLP
09/03/2019
Mainstream lenders target HNW clients
Chris Sykes, mortgage consultant at Private Finances, said: “Since a large proportion of sophisticated, high-net-worth borrowers have [complex] income profiles, these individuals are often having to look elsewhere when attempting to acquire property
09/03/2019
Mattioli Woods eyes further acquisitions
Reduced client fees by £3.1m