08/07/2015
WH Ireland to shut Birmingham office
There is a lot of sensitivity involved when you close an office and you have to be careful about relocating people
Wealth and Asset Management
08/07/2015
Brewin withdraws managed service for sub-£150k clients
The move coincides with the recent launch of Brewin’s direct-to-client service,
08/07/2015
Heartwood switches all funds to unclassified sector
In common with a number of other risk managed multi-asset fund ranges, we believe the unclassified sector is currently the best available option.
08/07/2015
SJP and Rowan Dartington tie-up to drive UK and Asia expansion
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.
08/07/2015
Tax concerns drive wealth manager clients to increase ISA savings
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.
08/06/2015
Profile: Vestra's private office boss on staying ahead of a growing field
The industry is increasingly moving towards offering high quality independent advice – with no sales – from people who are qualified and informed.
08/06/2015
Canaccord Genuity IHT portfolio added to Fusion Wealth
We had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management.
08/06/2015
Intrinsic eyes 220 Sesame advisers; Old Mutual spends £90m on platform
Old Mutual said it expected the number of restricted advisers in the network to reach 1,200 by the end of 2015.
08/06/2015
OMG explores 'synergies' as funds added to Quilter buylists
This is an important year for the wealth business and we are seeing significant transformation towards a vertically integrated wealth and asset management business
08/06/2015
Consolidator snaps up Devon advisory for £2.8m
Some pressure on pricing fuelled by deep-pocketed private equity buyers was offset by advisor demand for a secure home.
08/06/2015
Meet Alan Higgins, the contrarian at the Queen’s bank
He has a serious appetite for investing those billions in ideas that go against the flow
08/06/2015
Vestra Wealth accuses rivals of relying on apathy
The bigger cause of investor inertia is probably down to the stickiness of long embedded relationship
08/06/2015
Tax concerns mount while richer clients claim manager disatisfaction
Almost half of high net-worths have cited climbing tax rates as their number one concern
08/05/2015
IFA acquires wealth manager to create national group
Ascot Lloyd said that the move strengthens its position as one of the UK’s largest independent financial adviser firms
08/05/2015
St. James's Place seeks aspiring wealth advisers in Manchester
Successful applicants to the Academy undertake an intensive education
08/05/2015
RBS sells asset manager Cairn Capital to Mediobanca
The Italian bank wants to become a major international player in the asset management industry
08/05/2015
Wealth management and accountancy group opens London office as it embarks on hiring spree
The company has also appointed two financial advisers, a tax specialist and new head of legal
08/04/2015
Elixirr expands FS footprint into Wealth Management
In recent months Elixirr has invested considerably in its Financial Services unit, one of the firm’s largest and fastest-growing practices.
08/04/2015
Marching on - St. James's Place Market Bulletin
Despite it being a week when all major equity markets (and many bond markets) posted positive returns, the underlying sense was one of far greater caution as the focus, once again, turned to events at the Fed and the ongoing question of when – not i
08/04/2015
Bestinvest founder launches high-end investment service
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.