03/03/2021
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
Wealth and Asset Management
03/02/2021
New private equity investor to support Hawksford growth strategy
M&A will be an integral part of STAR and Hawksford’s growth strategy
03/02/2021
Greek golden visa most popular among UK high net worths
As 79% say Brexit did not influence their decision to look at alternative residency
03/02/2021
Billionaire hedge fund boss pays himself UK record of £343m
Sir Chris Hohn’s Children’s Investment fund reports 66% jump in profits
03/02/2021
Stephen Ford: ‘We will absolutely be acquiring in the next couple of years’
WH Ireland head of wealth management on how ‘brutal’ restructure helped company finally turn a profit
03/02/2021
IQ-EQ expands global Funds division into Ireland
Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.
03/02/2021
Man Group: Results for the financial year ended 31 December 2020
Growth in a challenging environment
03/02/2021
Stock Take by St. James's Place
Over the past couple of years, fast-growing technology stocks have significantly outperformed the rest of the market.
03/02/2021
Stop Look and Listen…Why Some Clients Fail to Take Good Advice
Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.
03/02/2021
Quilter launches redundancy support hub to help advisers with client conversations
The hub will feature resources for advisers to recommend and use with clients covering topics from navigating redundancy to how to create a growth mindset, and the importance of adaptability.
03/02/2021
SME report - key findings released - Close Brothers Asset Finance
In this report we present the sector results with limited analysis because we feel it’s better left up to the reader to interpret the data for themselves,
03/02/2021
Hurst Point Group completes acquisition of Hawksmoor
HGL will become a separate subsidiary of Hurst Point Group, who intend to support its core strategy of growth in the areas of investment management and specialist funds where it has historically had great success.
03/02/2021
Inflation worries overblown by Pictet AM
The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up inflation.
03/02/2021
Signs of an Early Spring By Chris Bailey, Raymond James
Fortunately for equity markets, the news around vaccine roll outs and economic improvement will continue to help today.
03/02/2021
Royal London acquires Wealth Wizards
The acquisition will enable Wealth Wizards to continue our mission to make financial advice affordable and accessible to everyone.
03/02/2021
Testing new waters by CHRISTIAN GATTIKER, Julius Baer
Investors need to buckle up every end of the month, it seems.
03/01/2021
Coutts, the bank to rely on in a Covid crisis – if you're seriously wealthy
The Queen’s bank pulled out all the stops to rescue clients stranded abroad, while moving its elite services online
03/01/2021
TA Associates invests in Fairstone Group
The investment bankers for Fairstone were Keefe, Bruyette and Woods (KBW) and legal advisers were Proskauer Rose LLP.
03/01/2021
European Family Offices face a tricky balancing act
The factors family offices are weighing include the strong likelihood of Covid-19 remaining the dominant market factor in 2021
03/01/2021
European family offices face 'tricky' balancing act
Cerulli believes that such considerations will see some family offices increase the risk in their portfolios to ensure that they can meet their long-term return objectives.