01/31/2020
Nutmeg has today announced that it is the first digital wealth manager in Europe to reach £2bn (€2.34bn) in assets under management (AUM) on the back of 41% year-on-year growth.
01/30/2020
Our advisers continued to work hard in supporting clients through a difficult environment, resulting in strong retention of client investments throughout the year
01/30/2020
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
01/30/2020
According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships
01/29/2020
Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).
01/29/2020
Brewin Dolphin has announced a trading update for the first quarter of its financial year ending 30 September 2020.
01/29/2020
Instead of the label private bank, Staub sees his firm as a pure-play investment manager, a provider of investment advice and solutions.
01/28/2020
Clients will also be able to add thematic investments to their core allocation.
01/28/2020
QPCA is targeted at wealthy clients, people with more than £150,000 of investable assets.
01/28/2020
Harwood Capital has until 25 February to present formal offer for Manchester-based IFA
01/27/2020
'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'
01/27/2020
Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.
01/27/2020
Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.
01/24/2020
The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.
01/24/2020
The three months ended 31 December 2019 are referred to as “Q2 2020” throughout this document.
01/23/2020
Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications
01/23/2020
The topics of consolidation, regulation and innovation are front and center
01/23/2020
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
Assets under management reached CHF 140.3 billion
01/23/2020
Lender has already decided on 30% investment bank bonus cuts