01/09/2020
Vanguard to enter financial advice market
New offering will be "bespoke to the UK" based on the needs and preferences of UK clients.
Wealth and Asset Management
01/09/2020
Liontrust AUM hits £19bn with boost from Neptune deal
Ions said the funds managed by the sustainable investment team continue to experience strong flows, with its AUM increasing to more than £5bn.
01/09/2020
SJP graduates launch Aberdeen wealth business
Two St James’s Place advisers have launched a new representative office of the firm in Aberdeen.
01/08/2020
Fulcrum Asset Management launches Fulcrum Risk Premia Fund (UCITS)
The launch of the Luxemburg-domiciled UCITS vehicle is the culmination of over two years of in-depth research following over a decade of actual investing in alternative risk premia.
01/08/2020
UK wealth manager makes second acquisition
Firm says it will continue to pursue more deals in 2020 and is already being approached
01/08/2020
Investec to accept search indemnity insurance on HNW deals
In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.
01/08/2020
Somerset Capital Management to manage St James's Place Global Emerging Markets Fund
The lead manager will be Edward Robertson, a seasoned emerging markets investor and one of the co-founders of Somerset Capital Management.
01/08/2020
PIB Group acquires employee benefits division of Sanlam Wealth Planning
PIB will introduce clients who have financial planning requirements to Sanlam’s wealth managers.
01/07/2020
Broker picks Brooks Macdonald as top 2020 growth play
Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.
01/07/2020
Columbia Threadneedle drops performance fees on absolute return range
The asset manager said it wants to offer clients a straightforward fee structure
01/07/2020
ZEDRA Group and Corsair Capital Announce Close of Transaction
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/07/2020
UBS overhauls European wealth management business - memo
It did not specify the extent of job cuts to accompany the revamp.
01/07/2020
Wealth Dynamix Teams Up with Management Consulting Leader
The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Gen
01/07/2020
Wealth Management: Quarterly Letter – Why the long term?
Investors tend to be rewarded for their patience and staying invested
01/06/2020
Redmayne Bentley profits slide as it counts cost of hiring spree
Redmayne Bentley cited ‘ongoing economic uncertainty’ and increased investment in the business as it reported a 14.4% fall in profits.
01/06/2020
New company out to take fresh approach to financial planning
Two Aberdeen-based financial advisers have teamed up to launch a new business.
01/06/2020
National adviser gets private equity backing
The value of the investment was not disclosed, nor was the value of the stake that CBPE would take in the business.
01/06/2020
Tenet creates South East hub with double acquisition
Tenet launched the scheme in January 2018 and has since made more than 15 acquisitions through the process.
01/06/2020
‘Major’ investment will not halt IFA firm’s acquisition spree
Since it was founded in 2008, the business has bought 35 advice companies
01/03/2020
HSBC GAM plans ETF push in 2020
ETFs are still one of the fastest growing investment products in Europe and Asia, and we are seeing increased demand from our clients for ESG-focused ETFs" HSBC GAM has been offering passive strategies to its clients for nearly three decades and has