Wealth and Asset Management

11/03/2022

Central Banks Going Soft? We doubt it

The recent rally across asset classes, at least some of it certainly, has been due to the view in some parts of the market that central banks are about to slow the pace of monetary tightening.

11/03/2022

Partners Group establishes Private Wealth business unit

With our established track record of industry leadership in transformational business building, and our bespoke product shelf, Partners Group aims to remain the provider of choice for financial advisors and their clients.

11/03/2022

Kingswood buys Lincs Chartered Planner for £3.5m

JCH will be acquired for a total cash sum of up to £3.5m, payable over a two-year period, £2.1m of which will be paid on receipt of regulatory approval and the balance paid on a deferred basis subject to hitting agreed performance targets.

11/01/2022

AssetCo sees SVM at core of ‘dynamic’ city hub

Mr Gilbert, chair of AssetCo, commented: “The completion of the acquisition of SVM is part of AssetCo’s overall strategy of investing in, building and managing asset and wealth management businesses.

10/31/2022

The evolution of private markets in wealth management

With private markets now high on the agenda for the vast majority of wealth management firms, we took a look at some of the major developments that have occurred since we last conducted this research in the autumn of 2019.