03/08/2021
Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.
03/08/2021
We are now even more strongly of the view that yields need to rise to levels closer to 3%.
03/08/2021
Educate and empower to level the playing field
03/08/2021
Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.
03/07/2021
Tilney on trail of Punter Southall’s wealth arm
As well as being a wealth manager, it is also an accountancy and professional services operation.
03/05/2021
Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange
Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.
03/05/2021
Financial services group hits £1bn mark with double acquisition
The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.
03/05/2021
Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.
03/05/2021
Management fees for the funds are waived with immediate effect.
03/05/2021
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/04/2021
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
Announced at a virtual gala ceremony on 23rd February
03/04/2021
The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic
03/04/2021
Swiss Financial Services in 2030
03/04/2021
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/03/2021
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/02/2021
M&A will be an integral part of STAR and Hawksford’s growth strategy