10/06/2021
Fairstone in discussions with 45 advice firms
The firm was in further discussions with at least 45 firms about joining its programme by the end of December.
Wealth and Asset Management
10/06/2021
Tilney S&W eyes client books of retiring advisers
Richard Dawes, head of strategic partnerships at Tilney Smith & Williamson, said advisers were already busy providing financial planning services for their clients and often did not have the time to think about the long-term future of their businesses
10/06/2021
UBS clients raise $650 million for biggest yet biotech impact fund
The Oncology Impact Fund 2, run by biotechnology investment firm MPM Capital, has raised a total of $850 million, including the $650 million obtained from UBS clients.
10/06/2021
Tilney Smith & Williamson launches succession planning programme for retiring advisers
Our new programme aims to take the stress out of succession planning and provide a great home for advisers and their clients.
10/05/2021
Close Brothers: Annual Financial Report
The Annual Report will be sent to shareholders on or around 14 October 2021, together with the Notice of Annual General Meeting.
10/05/2021
Investors, let's take a step back from NFT Mania by Coutts
Non-Fungible Tokens are the latest hot trend but are they worth the time it takes to understand them?
10/05/2021
The path to normalisation via shortages and volatility by Lombard Odier
The underlying strength of the economic recoveries is prompting central bankers to continue with their plans to withdraw asset purchases, to be followed by interest rate hikes.
10/05/2021
Wealth Management Monthly Market Summary by Rothschild
After major equity indices posted new highs at the beginning of the month, corporate profit warnings, inflation, US tapering concerns as well as signs of weakening global growth put markets under pressure. Central Bank rhetoric became less dovish.
10/05/2021
Julius Baer completes acquisition
KMP will continue to operate in its established segments and markets under its own brand name.
10/05/2021
Senior hires at Cazenove Capital
"These new joiners bring over 35 years of combined experience of working with high-net-worth clients across the country and support our growing UK footprint."
10/05/2021
Quilter's Spiers and Rose launch adviser consolidator
They are already close to completing another takeover which will be confirmed shortly.
10/05/2021
Citi Launches New Report on Holistic Digital Policy
Latest Report advocates Digital Policy as a complement to Monetary and Fiscal Policy
10/05/2021
All For Nothing
Economic data continued to surprise the analysts to the downside during the quarter.
10/04/2021
Coutts finally arrives in Scotland after nearly 330 years
The new Scottish footprint comes in the wake of the bank’s owner, NatWest Group, disposing of part of its Adam & Co business earlier this year.
10/04/2021
AssetCo plc Completion of the acquisition of an interest in Parmenion Capital Partners LLP
Parmenion ranked number one in Platforum quarterly report
10/01/2021
5 women from Tilney short-listed for the 2021 Women in Financial Advice Awards
Prestigious annual awards champion contributions women have made in the financial advice sector. Read extracts from Tilney nominees’ written submissions and be inspired.
10/01/2021
PIMFA announcs shortlist for inaugural Diversity & Inclusion Awards
The winners will be decided in the first week of October by a group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with.
10/01/2021
Canaccord Genuity Wealth Management completes acquisition of Adam & Company
The completion establishes the Company's entry into the Scottish market
10/01/2021
Deutsche Bank to cut Europe branches as it refocuses on wealthy clients
The bank is looking to consolidate its branch network in Italy and Spain
09/30/2021
SJP hands £1.7bn mandate to Columbia Threadneedle
We are looking forward to continuing to support St. James’s Place as they help their clients achieve their financial goals.