10/26/2017
SANLAM Finalises Acquisition of Tavistock Financial Ltd.
The deal will see Sanlam UK acquire Cheltenham-based Tavistock Financial’s network of 158 financial advisers along with 25 support staff.
Wealth and Asset Management
10/25/2017
A different approach is a must for today’s IFAs
Millennials have come of age in the context of economic crisis and the resulting era of slow recovery and job scarcity.
10/25/2017
Fairstone scoops £250m in assets with fourth acquisition
This marks another significant step in our growth strategy
10/25/2017
Requiem For A Banking Tradition
Deutsche Bank is Poised To Dismember The Private Banking House
10/25/2017
BlackRock Staff Enjoy Special Deal From Robo-Adviser Stake
BlackRock Embraces The Benefits Of Digital Investment Management
10/24/2017
Pilatus Bank is set to offer Private Banking to the mass affluent
The Chairman of Pilatus Bank, Ali Sadr, believes that due to retail banks closing their bank branches and forcing people into online banking, the demand for private banking is on the rise.
10/24/2017
St James’s Place reports 42% rise in fund inflows
SJP is also set to launch two new investment vehicles, the Japanese and New Global Growth funds, and will add a new Strategic Growth Portfolio to the existing growth and income range.
10/24/2017
Brooks Macdonald discretionary FUM grows to £11bn in Q3
5.1% increase in Q3
10/24/2017
Coutts launches new London Prime Property Index
More millionaire London properties for sale but prices fall
10/24/2017
St. James’s Place – “Eastern leaders mark out plans”
Japanese stocks gained momentum ahead of Shinzo Abe’s decisive victory in parliamentary elections
10/23/2017
LGT Vestra US raises £5800 for the London Warriors Urban American Football Program
This year LGT Vestra US became an Official UK Founding Partner of the Jacksonville Jaguars, the UK’s NFL home team.
10/23/2017
Rathbone Greenbank reaches £1 billion in funds under management as ethical investing becomes more mainstream
John David, Head of Rathbone Greenbank Investments, said “The UK has become a hub for innovation in sustainable investment.
10/23/2017
Julius Baer upgrades Dublin office for Brexit boom
This is an important move for Julius Baer
10/23/2017
Zurich-based wealth firm set for London launch
The latest firm to seek authorisation from the Financial Conduct Authority is Zurich-based Global Wealth Management
10/23/2017
Only 25% of complaints against SJP upheld
The firm hit headlines earlier in 2017 after Which?
10/23/2017
Future Life named among UK’s top advisors
It is also a great tribute to my hard-working staff, who are all hand-picked and dedicated to their jobs.
10/22/2017
An Odyssey – from the Greek Isles to the heart of Wealth Management by Penny Lovell
The works of Plato and Aristotle, for example, are still taught, studied, and debated the world-over, despite being over 2300 years old. Rapid progress has been made since then: new philosophies, modes of thinking, ideas, and civilisations have evolved si
10/22/2017
Carlyle joins battle for OMGI fund business
Four parties eye the £25bn investment arm run by star UK manager Richard Buxton
10/20/2017
Private banks coming late to the party in wealth management
How banks need to learn to offer a holistic service
10/20/2017
Family offices: a history of stewardship
Why focusing on performance figures misses the point