11/24/2017
St. James's Place Hosts Fifth Annual Women in Business Event
This is a number the Academy is determined to drive upwards by continuing to invest in Women In Business events and initiatives.
Wealth and Asset Management
11/24/2017
Citywire Wealth Interview
He says: "I hope the business can be a platform for future growth; with organic growth or with further external growth opportunities. If there was another option to acquire a business then I don't think we would rule that out.
11/23/2017
Davy taps rising wealth to raise private equity fund
The fund - known as Davy Private Equity Strategies II - is the successor vehicle to Davy Private Equity Strategies I, which raised €60m from high- net-worth individuals.
11/23/2017
Walker Crips increases underlying profit
We remain in a sound financial position and have continued to trade profitably since the Period end.
11/23/2017
Reyl Offloads Asset Management
Reyl is offloading the stake in order to invest its cash elsewhere.
11/23/2017
UBS Asset Management reveals its predictions for hot investment trends in 2018
Smart beta, a strategy which involves tracking indices weighted on a factor other than a company's market capitalisation, will also be on the up, said UBS AM.
11/23/2017
How asset and wealth managers can leapfrog into the digital world
Asset managers are now beginning to recognise the benefits of becoming ‘digital first’.
11/23/2017
BMO launches multi-asset portfolios
The three portfolios are risk-targeted with an aim to provide long-term growth, consistent with a specific volatility level.
11/22/2017
James Quarmby named one of the '50 Most Influential' advisers
Quarmby is a specialist in tax planning, wealth structuring and asset protection for international private clients.
11/22/2017
Charles Stanley warns 'major regulatory change' may impact third and 'hardest step' of turnaround
Hopes for higher levels of trading activity
11/21/2017
UK Donor-Advised Funds surpass £1 billion for charities
NPT-UK’s annual industry report reveals grants to charities reach all time high
11/21/2017
Wealth manager buys Scottish financial advice firm
"We’re now looking forward to a new chapter in our growth following the acquisition and look forward to working with our clients across Scotland."
11/21/2017
Asset & Wealth Management Revolution
Embracing exponential change
11/21/2017
Nutmeg assets hit £1bn as clients double
Nutmeg now claims it is one of the fastest-growing wealth management company in the UK.
11/20/2017
Swarbrick takes Jockey Club Achievement prize in role as financial adviser
"All the finalists have achieved so much and show what diversity of careers jockeys can go on to and succeed in."
11/20/2017
Thomas Miller launches 'bionic' digital wealth service
The new offering, due to be rolled out in mid-2018, is designed to attract a demographic that will eventually join the firm’s traditional proposition.
11/20/2017
Donations of £1m or more totalled a record £1.83bn last year, report shows
The Coutts' Million Pound Donors Report, which is in its tenth year, also shows a large rise in the value of corporate donations over the past decade
11/20/2017
Sanlam launches onshore bond with 7IM
The minimum investment is £5,000 while charges start at 0.25 per cent for the first £100,000
11/20/2017
WMA merger with Apfa cost £61k
The WMA accounts, which cover the year ending in May 2017, showed the trade body making an operating profit of £17,660.
11/20/2017
Coutts to cut as much as a tenth of its workforce
The bank will inform staff of its next step in December.