06/04/2019
Wealth management firm buys two NW counterparts
Leicester-based Bankfield and Devon-based SWFP, both specialise in holistic financial planning and wealth management.
06/04/2019
Private bank welcomes 63% income growth during 2018
The capital bank also in April of this year saw shareholders invest a further £9.8m in the business.
06/03/2019
The failed merger talks between Germany’s two biggest lenders prompted speculation of deals with other European banks, including UBS.
06/03/2019
Our expert on why banks must help safeguard the future of our planet
06/03/2019
Quilter's acquisition of the Aim listed business is expected to complete during the second quarter of 2019, with the deal voted in by Lighthouse shareholders earlier this month.
05/31/2019
Family offices vary hugely in their size and scope, however irrespective of this they should prioritise agility as well as streamlining their service, rather than trying to be experts in everything.
05/31/2019
Tavistock Investments PLC said Thursday it had terminated its strategic.
05/31/2019
But the company stated the restructure should yield "immediate cost reductions" expected to build up annualised savings in excess of £4.5m from the financial year 2022 onwards.
05/30/2019
St. James’s Place is committed to training and developing the next generation of advisers and has invested some GBP10 million into the St. James’s Place Academy
05/30/2019
Our conclusion: in an imperfect and challenging world, you probably can’t be diversified enough.
05/30/2019
Weatherbys pointed to a “customer-centric” approach as the group’s pre-tax profits rose 33 per cent to £7.6m.
05/30/2019
This is the third consecutive year that Avignon Capital has picked up an award at the Wealth Adviser Awards, winning Best Alternative Investment Manager in previous years.
05/30/2019
It was imperative for us to achieve the two highest Financial Planning distinctions as a firm, and we are delighted that all the hard work the Montage family have put in has come to fruition.
05/30/2019
Identifying both the importance of relaxation and the challenges of mediation, Calm Creations collates bespoke art supply boxes with easy to follow instructions that are shipped directly to customers houses on a subscription basis.
05/30/2019
Nick McCall, head of wealth management at Dolfin says: “What makes us stand out from the crowd is the modern sophisticated technology platform which underpins the wealth offering."
05/30/2019
The FCA is clear that this is against its rules, stating that “the allocation of costs and profit between the adviser’s charge and product cost should be such that any cross-subsidisation is insignificant in the long term”.
05/29/2019
‘Increasingly stringent regulatory environment’
05/29/2019
Pearce says the faces of his staff lit up when they knew they realised they were in with a chance of winning an award.
05/29/2019
New structures and solutions are becoming increasingly common to attract the particular demands of this market.
05/29/2019
Deutsche Bank Wealth Management enters UK mortgage market
We want to build a wealth management business here in the UK