10/02/2020
Mere 18% would use adviser recommended by relative
Quilter's research found adults who had worked with a financial adviser on inheritance plans were more likely to successfully refer relatives for new business.
Wealth and Asset Management
10/01/2020
Schroder UK Public Private Trust plc: Half Year Report
Schroder UK Public Private Trust plc has released its Half Year Report for the period ended 30 June 2020.
10/01/2020
Women are still being held back in fund management, says GAM Investments
Figures from Morningstar show that at the end 0f 2020 14% of fund managers were women, the same percentage as in 2000.
10/01/2020
IQ-EQ shortlisted for service excellence in International Investment Awards
The winners of the 2020 awards will be revealed at the virtual awards ceremony in October!
10/01/2020
Schroders Personal Wealth teams up with software firm
The partnership announcement follows a joint webinar held by Artesian and Schroders during which it was uncovered that whilst COVID-19 understandably remains top of mind for many business leaders, it’s not the biggest trend impacting wealth manageme
10/01/2020
7IM snaps up London wealth firm in £2bn AUM boost
The deal, which sees PWM retain its independence, was shelved in March following the impact of the Coronavirus.
10/01/2020
LGT completes LGT Vestra acquisition
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.
10/01/2020
Mirabaud Asset Management’s private equity vehicle acquires stake in Alain Ducasse Group
Alain Ducasse and Mirabaud Asset Management have signed a strategic agreement, making Mirabaud Patrimoine Vivant a reference shareholder of the Ducasse Group alongside Alain Ducasse, who remains the company’s controlling shareholder.
10/01/2020
Swiss Private Banking's Dead Calm
The costs at the front are a significant issue, having increased the most over the past three to four years with almost 3 percent.
09/30/2020
Avaloq connects with Enterprise Bot
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
09/30/2020
IQ-EQ awarded Bronze Diversity Mark
This accreditation looks to award organisations who demonstrate and highlight their commitment to advancing diversity within their workplace.
09/30/2020
Newcastle IFA launches adviser academy
Lowes Financial Academy will offer CII Level 3 and 4 qualifications
09/30/2020
M&G creates £28bn wealth management arm
Launch comes off the back of its acquisition of Ascentric
09/30/2020
Coutts launches new podcast series to shed light on the meaning and purpose of wealth
The six-part series opens with a conversation with Sir Richard Stilgoe – the legendary songwriter, musician, and philanthropist.
09/30/2020
AFH Financial warns on performance amid slow recovery in wealth management business
The company said it expects full-year earnings before interest, taxes, depreciation, and amortization (EBITDA) to be 'slightly below its previous expectations.'
09/30/2020
Mirabaud Invests in French Gourmet Empire
Mirabaud is investing in the Monégasque chef's firm through its private equity vehicle, the wealth manager said in a statement on Wednesday.
09/30/2020
Schroders trust nears end of Woodford hangover
While some investments under performed, other bets paid off.
09/30/2020
EFG International Sells Swiss Retail Arm
The transaction will allow our retail clients to benefit from the dedicated services of BancaStato.
09/29/2020
Annual Financial Report - Close Brothers Group
The Annual Report will be sent to shareholders on or around 15 October 2020, together with the Notice of Annual General Meeting.
09/29/2020
Tiny Jupiter UK Growth to wind up after admitting it’s too big a challenge for Buxton
Today they jumped 3.6%, or 6.25p, to 180.8p - narrowing their 12% discount to net asset value - after the board stated it was minded to liquidate what was left of the company and return shareholders their cash.