09/21/2021
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.
09/20/2021
Clients facing billions in losses are furious but Swiss bank cites need to keep collapsed company ticking over to recoup funds
09/20/2021
The new office will enhance active wealth services to ZEDRA’s global clientele and presents growth opportunities in the country’s growing fintech sector.
09/20/2021
Assets in the specialist wealth firm's discretionary business have passed £600m after a strong six months.
09/20/2021
Our focus in creating an inclusive culture at Schroders has been recognised at the prestigious FTAdviser Diversity in Finance Awards, winning ‘Larger Employer of the Year’ in a highly-competitive category.
09/20/2021
UK family office to merge with $20bn US advice firm
This comprehensive offering will be underscored by a commitment to impact or values-aligned investing and offer trusted advisory services to family-owned businesses as well as real asset direct and co-investment opportunities.
09/20/2021
This transaction is expected to complete during the first quarter of 2022.
09/20/2021
Italian group takes over company focused on Europe’s high-net-worth investor contingent and currently runs €7bn in assets.
09/17/2021
Selling a business can be a complex process, and for many business owners it will be a once in a lifetime experience.
09/17/2021
The company also said that the net flows were positive in H2 at the group level while UKIM discretionary business remained positive for the full year.
09/16/2021
Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.
09/16/2021
In 2020, revenue for the Sense and Lyncome networks was up 8 per cent to £42m, with profit after tax reaching £1.1m. Its assets under influence now sit at more than £5bn.
09/16/2021
This approach makes it possible to better assess certain risks (climate and health risks, etc.) and to identify the sources of opportunities represented by the challenges of sustainable development in the medium and long term (renewable energies, waste tr
09/15/2021
Private equity frenzy in wealth management catches UK regulator’s eye
The FCA has asked advisers to weigh in on the possible risks to investors from PE ownership of an increasingly large proportion of the market
09/15/2021
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
09/15/2021
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/13/2021
To deliver its purpose, Tilney Smith & Williamson has set out three core values that it is committed to embedding in the culture of the business.
09/13/2021
In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.
09/13/2021
During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.
09/13/2021
Merger sees former owner join as a senior financial adviser