07/21/2022
Wealth advice and income protection
Getting clients to see the need is always the challenge, but where there is a need, any great adviser will put an IP policy in place
Wealth and Asset Management
07/21/2022
EFG Record underlying net profit of CHF 115 million
A high level of uncertainty persists.
07/21/2022
Sedulo planning for expansion in wealth management following £2.85m funding deal
Originally founded in Manchester in 2009 as an accountancy firm, Sedulo aspires to be a one-stop-shop in the provision of professional services to SME clients.
07/21/2022
Wealth manager Saltus snaps up London IFA
Saltus has bought London-based Higgins Fairbairn Advisory, its third acquisition in less than a year.
07/21/2022
Brewin Dolphin: Q3 22 Quarterly Trading Update
Financial planning income grew 5.6% to £11.3m (Q3 2021: £10.7m), driven by demand for ongoing financial planning advice.
07/21/2022
AJ Bell platform assets drop amid adverse market conditions
FTSE loses 6% in three months to June
07/20/2022
ARBUTHNOT BANKING GROUP Unaudited results for the six months to 30 June 2022
Profit before tax increased 11% to £3.4m (30 June 2021: £3.0m)
07/20/2022
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
Future of Asia Wealth Management – ESG Investing
What kind of ESG investment products and wealth management services are most in demand?
07/20/2022
Sanlam Wealth sets out ambitious growth plans post rebrand
These are at different stages of development – from about to sign the documentation, through to just getting to heads of agreement, through to initial discussion.
07/20/2022
TAM Asset Management: Long term investing isn’t a luxury everyone has
A good yard stick for a portfolio fit for all conditions is its average performance over the longer term
07/20/2022
EU Looking to Lock Switzerland Out
Swiss banks are not allowed to proactively solicit clients in Europe unless they have a branch in the respective market.
07/20/2022
M&G Wealth Advice chooses intelliflo to support expansion plans
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
07/20/2022
One Four Nine Group acquires firm in Scotland
The APC Financial Solutions & Consultancy Services team offer comprehensive financial planning services across the investment and protection space.
07/19/2022
Quality time – the case for quality stocks as recession fears rise
Rising recessionary fears are compounding high inflation, a prolonged war in Ukraine and investors reducing risk exposures.
07/19/2022
Withers recognized as a leading firm globally in latest Chambers High-Net-Worth guide
They are creative and willing to offer different types of advice for consideration, and there is good attention to often overlooked details and strong risk mitigation.
07/19/2022
Liontrust suffers £500m outflows as it creates new team
AuMA at £34.2bn
07/19/2022
M&G eyes income potential amid record inflation
The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.
07/19/2022
London & Capital sets up shop in Spain
‘We’re not your typical British wealth manager’
07/19/2022
UBP’s Lespinard mulls liquidity questions as group pushes further into private assets
Swiss group is looking to expand its private markets division with new strategies following the hire of Sanjay Gupta as global head of private equity investing.