08/18/2019
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/16/2019
Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.
08/15/2019
Wealth is just as fundamental to national prosperity in the long term.
08/15/2019
The shortlist is based on submissions, judges’ recommendation and editorial research
08/15/2019
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
Many believe there is still opportunity to be found in the UK and in the equities sector
08/15/2019
Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi
08/15/2019
For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.
08/14/2019
Mr Durlacher, a career banker who has been in his current role for more than two years, says the firm's Belfast clients aren't particularly exercised at the current political or economic volatility at home.
08/14/2019
It's nearly a decade since monetary authorities across Europe started experimenting with negative rates.
08/14/2019
Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.
08/14/2019
A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base
08/13/2019
Firm believes it is ‘enough time to become qualified and to carry out the job confidently’
08/13/2019
Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.
08/13/2019
We were looking for a business management system
08/12/2019
While overall satisfaction toward wealth management firms are still at a healthy level, wealth clients’ expectations are increasingly shifting to expect their wealth management providers to offer seamless, convenient digital experiences, and current
08/12/2019
The study, which has been running for more than 30 years, is a quantitative assessment that reviews and monitors the performance of all UK equity income funds over a six-month period.
08/12/2019
Two funds on Bestinvest’s buy list feature in the latest Spot the Dog