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’.
Wealth and Asset Management
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.
11/19/2017
What does tomorrow’s wealth management look like?
People’s schedules have become busier
11/19/2017
Luxembourg-based private bank denies any plot against Qatar
The article is based on documents that belonged to the United Arab Emirates (UAE) ambassador to Washington, Youssef Al-Otaiba.
11/17/2017
London & Capital launches wealth service for professionals
The team will be headed by head of UK Wealth Simon Tuck, who joined the company in May after spending seven years as head of wealth at Weatherby's private bank.
11/16/2017
Close Brothers Asset Management boosts assets
As expected, the Asset and Motor Finance loan books remained broadly flat, as we maintain our underwriting and pricing discipline.
11/16/2017
Acquisitions Bring Aim Listed Planning Firm’s Profits Ahead Of Expectations
Harwood Wealth Management Group Is On Track To Beat Analyst Forecasts Of Profitability This Year
11/15/2017
Old Mutual Wealth reveals new name under major restructure plans
The Wealth Platforms division will feature the Old Mutual platform.