09/08/2023
JTC Shortlisted Twice In The 2024 Citywealth IFC Awards
JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.
Wealth and Asset Management
09/08/2023
Close Brothers unveils new regional hub
Cheltenham office opened in August
09/08/2023
Quilter Cheviot launches Internship Programme to kick-start careers in investment management
University degrees were not a requirement for the programme to support Quilter Cheviot’s ambitions to increase diversity within the industry.
09/07/2023
Rathbones declares second interim dividend before Investec merger
Investec and Rathbones back in April entered into a definitive agreement to merge Rathbones with Investec Wealth & Investment.
09/07/2023
Society of Later Life Advisers partners with CGWM
In a bid to raise standards in the later life investment sector
09/07/2023
Nucleus Financial acquires Curtis Bank
The acquisition was approved by Curtis Banks shareholders in February and remains subject to a court sanction hearing.
09/06/2023
Goldman Sachs Asset Management wins UK’s largest OCIO mandate with BAE Systems
The move will see the scheme's in-house investment management team join GSAM towards the end of 2023
09/06/2023
Partners Group reports revenue growth of 19% supported by solid performance fee development
Performance fees increased to CHF 265 million and accounted for 25% of total revenues
09/06/2023
GAM convenes Extraordinary General Meeting of Shareholders
The current GAM Board proposes to approve Rock’s proposals and urges shareholders to vote accordingly.
09/06/2023
Atomos acquires IFA business Equanimity
The firm has 12 employees, offering advice to predominantly female, high-net-worth clients and business owners across financial planning, wealth management, and financial protection.
09/06/2023
Evelyn Partners sign deal for new Bracknell office
The new offices in Western Road will house the firm’s 210-strong Bracknell team in a modern development that is on track to become one of the most sustainable business parks in the Thames Valley
09/05/2023
WM Investment Performance Awards 2023: The shortlists revealed!
Our annual awards recognise the wealth firms that have delivered strong returns for clients in these challenging market conditions.
09/05/2023
ARC: Wealth managers warming to equities but shun UK
While sentiment strongest on bonds, according to August investment manager survey
09/05/2023
Mattioli Woods: a leading wealth management and employee benefit specialist
This strategic move by Mattioli Woods opens up a vast horizon for shared visions and holds immense potential for future growth.
09/05/2023
“Engagement is fatuous” – Quilter Cheviot challenges investment trust sector with long-term engagement programme
During this first phase of the long-term engagement, Quilter Cheviot met with the chairs and other non-executive directors (NEDs) of 41 equity investment trusts.
09/05/2023
TISE announces record turnover for H1 2023
Record turnover of £5.2 million despite the continued macro-economic headwinds
09/05/2023
The New UBS Embraces Shareholder Value
By 2026, UBS expects to reap cost savings of $10 billion dollars annually on a 15 percent return on equity.
09/05/2023
BRI Wealth Management expands with purchase of advice firm
The deal follows BRI’s purchase of Bransford Financial Planning in January which brought an additional £25mn of assets under management.
09/05/2023
Former City Asset Management investment director starts wealth boutique
Daniel Minett is collaborating with P1 Investment Services to develop a wealth management firm that will combine DFM customer services with innovative technology.
09/05/2023
Caledonia Investments to sell stake in wealth manager 7IM for $321.5 mln
The deal furthers the consolidation in Britain's money management industry as private equity firms look to snap up investment advisers to either sell them to a competitor or publicly list them.