10/07/2021
Fairstone snaps up £850m AUM south coast advice firm
The acquisition of Chadney Bulgin in a deal of undisclosed value will take Fairstone’s total assets under management to £12bn.
Wealth and Asset Management
10/07/2021
Women in private wealth
Surveys have shown that men and women can have differing approaches to wealth management, and that women are more sensitive to gender bias.
10/07/2021
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
10/07/2021
Lackluster Growth for Swiss Finance
And talks about further market access have since become far more difficult, the authors of the study maintain.
10/07/2021
Brooks Macdonald International unveils group annual results
The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.
10/07/2021
Global Market Insights: September 2021 - WH Ireland Wealth Management
This prompted fears of a Lehman-type moment and consequent market contagion.
10/06/2021
Schroder Investment Solutions strengthens fund range
SIS delivers competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles and is now available on 12 platforms having recently gone live on Transact and Quilter.
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.
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.