09/28/2020
Whisky investment fund manager partners with InvestaX
Gaining exposure to such a regulated real asset investment is exceptionally rare, but InvestaX will work with Wave to make more accredited investors aware of the opportunity and risks.
09/28/2020
RBC takes £9m stake in Brooks Macdonald
According to stock market filings, RBC bought a 3.1% stake on 23 September when the stock was trading at an average price of £18.10.
09/25/2020
Firm hopes it will be ‘attractive’ to existing IFA partners and intermediary companies
09/25/2020
A raft of new measures aims to prevent huge job losses after the withdrawal of the furlough scheme
09/25/2020
Schroder UK Public Private co-manager Tim Creed jumps on board for trust with similar investment universe
09/25/2020
‘Roughly two thirds of customers invest for the first time. They often will not invest all of their money in us,’ he said.
09/25/2020
The former chairman of the AMP and president of SFAMA is president of the new association.
09/25/2020
As UK financial planning firm agrees eighth M&A deal of 2020
09/24/2020
Schroders Global Investor Study 2020: Millennials are more likely to compromise their personal beliefs if the return is high enough
Millennials[1] are more likely to compromise their personal beliefs in order to benefit from potentially higher returns, Schroders Global Investor Study 2020* has found.
09/24/2020
One in three wealth clients are considering switching, with the richest investors the most fickle.
09/24/2020
As it targets offshore investors from Argentina, Panama and Uruguay
09/24/2020
This year’s awards will credit those wealth firms that have delivered strong returns for clients in these tough market conditions.
09/24/2020
If clients really understood how miserably they were treated, there would be a huge pressure for those who do not do well to level up their business,’ he said.
09/24/2020
AMC of 0.2% makes model portfolio range one of the most competitive on the market
09/24/2020
Warburg did not pay any capital gains tax for these trades but had it offset against its corporate income tax.
09/24/2020
In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.
09/23/2020
A merger between the two heavyweights has reportedly been considered by executives at both banks over the years, especially as their goals and methods have become ever more synchronised.
09/23/2020
Utmost Wealth Solutions announces launch of new Apex (Portugal) product
The product launch is an exciting development for our Group, key advisers and clients.
09/22/2020
It is the company’s first office in Sussex
09/22/2020
Close Brothers 2020 profit falls on virus hit
Throughout this time, we have maintained regular contact with our customers and increased their choice of channels for engagement with us