09/10/2020
Consolidator seals thirteenth deal with Solihull adviser
It follows a string of deals for IWP this year in a spree undeterred by the challenges of the coronavirus pandemic and national lockdown.
Wealth and Asset Management
09/10/2020
Great wealth transfer – don’t expect to just ‘muddle through’
Many of the families we work with perceive tax or a market recession to be their biggest challenge.
09/10/2020
UBS makes sustainable investments preferred solution for clients
Swiss asset and wealth manager signals it now can offer 100% sustainable cross-asset portfolios.
09/10/2020
Lloyds to axe hundreds of jobs in wealth and insurance
The cuts will be offset by the creation of 226 new roles within the company
09/09/2020
Sanne Group reports rising revenues showing resilience across the business
These are strong numbers, showing a group coping well in the face of adversity.
09/09/2020
900 private banking clients to be compensated
After they did not receive sufficient information about expected negative net returns
09/09/2020
How the wealth industry risks failing its clients
Technology and processes must help bring people closer to their money
09/09/2020
AJ Bell launches fund research service for advisers
Mr Mackay said AJ Bell had developed the Fundamentals tool to provide access to the investment research expertise it had within the business.
09/09/2020
Here’s how Julius Baer is helping its clients grow their wealth during the crisis
At a time when face-to-face meetings haven’t been possible, that often meant sitting with clients in their homes via videoconferencing, creating a strange sort of intimacy as some showed their full distress.
09/09/2020
REInvest buys 30 Lombard Street office asset in London for £76m
Net sale proceeds of £68.5m will be used to pay down debt, prior to further investment in new acquisitions and portfolio opportunities.
09/09/2020
Brown Shipley profit tumbles on cost of major IT update
The private bank’s pre-tax profits dipped by 63% in 2019 due to £3.6m in costs related to a new IT platform provided by rival Lombard Odier.
09/09/2020
SJP unfreezes property fund range
The decision came after the Royal Institution of Chartered Surveyors recommended the lifting of material valuation uncertainty on UK real estate.
09/08/2020
Advice network snapped up for £9.35m
It will continue to ‘provide services to financial advisers who wish to remain independent’
09/08/2020
Digital now a top agenda of asset and wealth managers
Asset management has been no exception to this trend, with the sector increasingly prioritising digital transformation in recent years.
09/08/2020
Ocorian ranked as tier one firm
We are delighted to announce that Ocorian has again been recognised as a Tier 1 trust company in the 2020 eprivateclient Top Trust Company rankings.
09/08/2020
Gale and Phillipson acquires Kent-based IFA
It is the adviser firm’s fourth acquisition of the past two years and brings its total assets under management to £1.2bn, managed by about 40 advisers.
09/08/2020
Swiss boutique unveils pair of funds under Sicav umbrella
Geneva-based group to unveil commodities and thematic strategies as part of new push.
09/07/2020
SMP Group Rebrands To Suntera Global
The new name reflects the culture of commercial balance that has driven these achievements.
09/07/2020
Aegon Asset Management completes brand refresh
By combining its regional investment teams into these global platforms, it allows Aegon AM to bring the breadth and depth of its global investment research
09/07/2020
Five reasons to invest in China: LOIM equities head
Rabattu said that eight of the world’s 20 largest internet companies are based in the country, compared with 12 in the US.