03/11/2021
Quilter merges Quilter Cheviot with mass-affluent advice division
The move comes as part of a long-term overhaul of its businesses.
Wealth and Asset Management
03/11/2021
WealthTech Views Report: Looking into 2021 - the view from SIX
With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX
03/11/2021
The cost of a comfortable retirement
The Retirement Living Standards explain exactly what a happy and enjoyable retirement will cost you.
03/11/2021
Brooks Macdonald assets break through £15bn mark
As a result, net flows at the group level are expected to be modestly positive for H2.
03/11/2021
Gresham House assets climb 42% on fundraising drive
The asset manager’s AUM grew organically by £1bn last year.
03/11/2021
Brewin Dolphin hires S&W director for 1762 arm
Jenny Quan will join the 1762 team, serving ultra-high-net-worth clients as an investment manager.
03/11/2021
UBP launches small and mid-cap equity fund
The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.
03/11/2021
The future of wealth is female
If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers
03/10/2021
Schroders surpasses €500 million with European sub-investment grade infrastructure debt fund
Schroders is today announcing that it has raised €532 million for the Schroder Euro Enhanced Infrastructure Debt Fund II (Julie II)[1], following a successful first close which raised €312 million.
03/10/2021
Quilter preliminary results for the year ended 31 December 2020
2020 was a year that presented many challenges but our people have risen to them and have come through stronger with our business better positioned.
03/10/2021
LGT Vestra gets ahead of the ESG regulatory curve
At LGT Vestra, these risks are measured or mitigated by applying various methods, including exclusion policies, a sustainable rating system, the United Nations Environment Programme Finance Initiative Principles, and a commitment to net zero emissions by
03/10/2021
Wealth Check by St. James's Place
Some investors believe that ‘value’ investments are set to enjoy their time in the sun after several years in which high-growth companies such as Tesla have taken the limelight.
03/10/2021
Northern Trust Wins 18 New Asset Servicing Mandates with UK Pension Funds in 2020
New clients won in 2020 included corporate and local government pension schemes. This continued business growth underscores Northern Trust’s commitment to the UK’s retirement industry.
03/09/2021
Trends in wealth management; a look back at 2020
The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.
03/09/2021
Coutts' personal portfolio funds attract £55m in best ever month
The firm said January 2021 was the "highest month on record for inflows".
03/09/2021
Keep calm and carry forward
There are a couple of extra things to note when thinking about carrying forward.
03/09/2021
VP Bank cuts dividend as net profit falls 43% and proposes board member
At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.
03/08/2021
Mary-Anne Daly wins Gold as CEO of the Year
Cazenove Capital is pleased to announce that Mary-Anne Daly, Chief Executive of Cazenove Capital, has been awarded Gold in the category ‘Woman of the Year - Financial Organisations - CEO/Board Member’ in Citywealth’s 2021 Powerwomen Awar
03/08/2021
Nikko AM Sets Target to Increase Women’s Share of Managerial Roles
This target, termed “30 by 2030” will accelerate women’s career advancement
03/08/2021
Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.