10/27/2020
Fairstone chalks up another acquisition, adding 850 clients
A client agreement accessible on Fairstone’s website reads: “Information provided by Fairstone Private Wealth may form part of a recommendation we make to you.
Wealth and Asset Management
10/27/2020
Weatherby’s questions ‘home bias’ of UK stock market investors
Many investors are guilty of ‘home bias’ – having too much money in their own nation’s markets relative to the size of that nation’s market in global terms.
10/27/2020
From rugby star to financial adviser
SJP partner practice owner says targeting the sporting sector for future employees ‘is a no brainer’
10/27/2020
Hundreds of advisers pass chartered exams during crisis
Benjamin Dyson, a 27-year-old financial adviser at Foresight Independent Financial Planning, is the PFS's youngest fellowship graduate in 2020.
10/26/2020
WH Ireland posts first interim profit for five years
Our Wealth Management business has remained operationally robust despite the significant market falls in March
10/26/2020
EY, Sionic and PwC named Europe's top wealth management advisors
The award for Best M&A Advisor went to PwC
10/26/2020
Activist shareholder calls for cost overhaul at SJP
SJP has frequently come under fire for its policy of rewarding partners with lavish perks such as cruises
10/26/2020
Icapital Network targets expansion in Europe and Asia
iCapital currently has US$8bnfrom non-U.S. investors, making it one of the largest alternative investment platforms outside the U.S.
10/26/2020
Coutts joins forces with BlackRock for low-fee fund launches
The deal with the $7.8trn (£6trn) asset management behemoth is part of an ongoing strategy to reduce fees for clients.
10/25/2020
IQ-EQ named Best Independent Trust Company in 2020 WealthBriefing European Awards
In selecting IQ-EQ as winner, the judges commented that they were not only impressed by the scale and breadth of our global service offering, but by our innovations in technology.
10/23/2020
Barclays Private Bank CEO Bets on U.S. to Lure World’s Rich
“We have the capacity to source deals in the U.S. that we can bring to Europe,” Gerard, 56, said in an October interview. “We play this card.”
10/23/2020
Nucleus recoups pandemic losses
The results show the platform experienced £553m of negative market movements over the nine months as the coronavirus crisis saw global markets tumble.
10/23/2020
Barclays recovers as bad debt charges fall
In the first nine months Group income increased 3% to £16.8bn with pre-provision profits4 increasing 9% to £6.9bn.
10/23/2020
Thinking Globally Has Paid Off by Coutts
Investing globally proved to be the right approach in September
10/22/2020
Quilter plc Third Quarter 2020 Trading Statement
Quilter Investment Platform transformation project on track with around 80% of platform assets to be migrated by year-end.
10/22/2020
AJ Bell reports strong financial year driven by platform business
D2C growth particularly strong
10/22/2020
FundCount Wins Best Client Accounting for Third Year in a Row
Comprehensive view of wealth and nested entity control center deliver winning combination
10/22/2020
The benefits of signposting and why SJP acquired Future Proof
‘Either write it or refer it. Do not ignore it’
10/21/2020
Gam to beef up ESG as existing strategies deliver net outflows for Q3
Firm fully adapted to a flexible and agile way of working for the long term
10/21/2020
The new age of credit research
We are living in challenging times with COVID-19 impacting our social life as well as the financial world.