02/21/2022
Following completion of the deal, Kingswood's client facing advisory team now stands at 94 people, UK funds under advice/management at £7.2bn, with the number of active clients growing to more than 19,300.
02/21/2022
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
Walker Crips sails into the Solent
Walker Crips has opened a new office in Fareham, Hampshire, to expand its regional client base in the South of England.
02/21/2022
The fund will also draw on Schroders’ recognised expertise in sustainable credit, and integrate the firm’s proprietary
02/21/2022
A Belfast wealth management firm has recorded ‘significant growth’ throughout 2021, despite ongoing challenges posed by the Covid-19 pandemic.
02/21/2022
Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue
02/21/2022
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
02/18/2022
The Man GLG Global Investment Grade Opportunities fund will invest at least 80% of its net asset value in investment grade bonds
02/18/2022
Flavel said 2021 proved to be “a stand-out year”, both in terms of Coutts' financial results
02/18/2022
“In this context, a multi-asset strategy underpinned by a dynamic and consistent investment process is well suited to protect investors from these risks.”
02/17/2022
A reconciliation of restructuring and other items excluded from underlying results is set out
02/17/2022
Economists at JPMorgan now expect UK inflation to hit potentially 10% year-on-year due to the rise in energy prices and likely tax increases.
02/17/2022
The partners of REYL Intesa Sanpaolo hold collectively 31% of the combined entity.
02/17/2022
M&G Wealth will take responsibility for the ongoing management of Maps, and will also launch a new range of portfolios in the coming months.
02/17/2022
Ad hoc announcement pursuant to Art. 53 listing rules
02/16/2022
A significant proportion of the £1bn asset manager's shareholders are expected to reject its plans for a new executive pay policy on Wednesday, Sky News understands.
02/16/2022
UK financial advice company buys IFA firm
Combined business will have over £250m AuM with bases in Liverpool, Bolton, Lancaster and Watford
02/16/2022
The IFA provides financial advice to more than 750 clients
02/16/2022
Aim was founded in 2000 and is run by Phil Watson and Andy Davies
02/15/2022
It aims to be the first truly digitally enabled, hybrid wealth business in the UK