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Alpha Financial Markets posts its "best year in history" as profit up

The number of Alpha Financial's clients increased to 718 from 439 the year before, fostering revenue growth alongside the integration of Lionpoint.

BlackRock veteran partners with P1 to launch impact wealth firm

Nick Stoop’s new firm, Pangea Impact Investments, will build impact-focused model portfolios.

JTC Wins at Citywealth Brand Management and Reputation Awards

The winners were announced at an event in London earlier this week

Liontrust picture gets cloudier after £2.5bn annual inflow

Liontrust’s flows turned negative in the final three months of the financial year in the challenging market conditions.

Russian Gold Finds its Way Into Switzerland

The removal from the so-called good delivery list means Russian gold and silver producers can no longer trade their newly minted bars in London.

Citi Partners with METACO to Develop Institutional Digital Asset Custody Capabilities

This strategic partnership enables Citi to extend its existing capabilities to digital assets while leveraging its current technological, operating and servicing model.

Schroders UK Financial Adviser Pulse Survey 2022: Client sentiment swings to bearish as macroeconomic and geopolitical concerns dominate

The Schroders Pulse Survey, which sampled 225 UK financial advisers, also found that 69% of advisers expect that some of their clients will have to adjust their investment plans due to the cost of living crisis.

France's BNP Paribas transfers wealth management ops in Brazil to Bradesco

The migration to Bradesco's private bank will happen over the next month.

Wealth managers 'leaving money on the table' with UHNW focus

The lower HNW and affluent segments have been undervalued [by asset managers] and underinvested in, which has limited value creation at the industry level.

R&M launches two ESG funds with £120m Quilter backing

Quilter Investors is putting £120m of seed capital behind James Sym’s new fund.

Competition ‘heating up’ in UK wealth market

As firms continue to open hubs and regional offices across Britain

LGT Wealth Management launches Scotland office

Firm appoints former Barclays Wealth investment director to lead Scottish growth

AssetCo agrees to acquire SVM Asset Management for £10.7mn

SVM generated turnover of £4.3 million and a profit before taxation of £2.0 million for the financial year ended 31 December 2021 a

Ten investment convictions for H2 2022

In response central banks have begun the sharpest interest rate hiking cycle in nearly three decades, increasing the risk that it will choke global growth faster than it can lower inflation.

HSBC AM’s Kirk exposes hypocrisy as ESG gets political

A Republican US senator waded into the argument last week

Three Things: What's on Investors' Minds?

High inflation and slowing growth have been taking their toll and troubling markets.

With the tech juggernaut slowing down, where next for investors?

The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.

LGT to create Region EMEA

The new setup will become effective as of 1 January 2023.

Central banks up the stakes – a key risk for the global economy

Upcoming hikes would take the Fed well beyond its previous estimates of ‘neutral’ policy that neither stimulates nor curbs growth (in the mid 2% range), and the peak of the last hiking cycle, into restrictive territory.

Lumin Wealth completes acquisition of Ashridge Financial Management

The acquisition builds on Lumin’s strategy of partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions.

Wealth and Asset Management