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
08/12/2019
Brewin Dolphin has completed its acquisition of Bath IFA, Epoch Wealth Management, after first announcing the deal in April.
08/09/2019
A lumbering giant, HSBC, Europe’s biggest bank by market value, has been shrinking its international footprint, a strategy shift that has yet to pay off for investors.
08/09/2019
Estera recently gathered a round table of wealth advisers to discuss the implications and how they work with clients to ensure a smooth business succession.
08/09/2019
Citywire A-rated manager gives way to Henley-based firm, which makes its first foray into the multi-asset market.
08/09/2019
Every advice business in the UK is a ‘rival’ to SJP
08/08/2019
Aberdeen’s entrepreneurial spirit and the drive to diversify the north-east economy has encouraged Barclays to open its second Scottish Eagle Lab.
08/08/2019
The firm has had advisers here for around two years - and Mr Durlacher said the new offices demonstrated its commitment to the province.
08/08/2019
Norwich stock broker and wealth manager Barratt & Cooke has launched two fund-of-funds as it seeks to tap new sources of revenue.
08/07/2019
The most tangible ‘alpha’ lies in the advice, says PAM chief executive Matt Lamb
08/07/2019
Assets managed by Aberdeen Standard Investments were £525.7bn (FY 2018: £505.1bn)
08/05/2019
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
Adviser awards shortlists revealed
08/05/2019
Europe’s biggest bank by assets reported a pretax profit for the first six months of $12.41 billion, up from $10.71 billion in the same period a year earlier.
08/05/2019
Bank sets aside 23% less for awards in first half as chief Jes Staley squeezes pay
08/05/2019
Quilter agreed to buy Charles Derby in February, seeing more than 200 financial advisers move to its national advice business.
08/05/2019
The Company stressed a diverse and cautious approach to portfolio management, based on a capital preservative approach with strong focus on gold.
08/04/2019
Internal documents lay bare how reps with Britain’s biggest financial adviser are able to play down its charges