10/20/2020
Tatton AM sees assets near £8bn as it rebounds from Covid hit
Virus crisis wiped £900m from AUM during the worst of the sell-off
Wealth and Asset Management
10/20/2020
Factor investors committed for the long haul, finds global study
Despite market turbulence, most respondents report factors meeting or exceeding expectations
10/20/2020
IQ-EQ wins regional service excellence award in International Investment Awards
Although this award specifically recognises our UK and European operations, we feel strongly that it reflects positively on all of our client teams across the globe, whose international collaboration is crucial to our continued success.
10/20/2020
Newly launched private wealth management firm pioneers the use of AI chat assistant technology on mission to become innovative industry leader
Both partners also have a broad background in fintech, private wealth management, business consultancy, startups, and artificial intelligence, which has had a profound influence on their business model and ethos.
10/19/2020
Schroders wins Morningstar Outstanding Investment House Award
Today Morningstar UK, a leading provider of independent investment research, has announced Schroders as the winner of this year’s Outstanding Investment House Awards.
10/19/2020
Julius Baer warns of hit from goodwill impairment
Considerable improvement in profitability driven by continued active client engagement and cost-reduction initiatives – Foundations in place for renewed growth at Kairos; goodwill impairment to impact Julius Baer’s 2020 IFRS financial results
10/19/2020
Private bankers count the cost of less face time
Income has to grow, and that means getting new business through the door.
10/19/2020
Weatherbys Private Bank appoints AML Group
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
Mattioli Woods prepares for further acquisitions
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
Rising Professional Indemnity Insurance premiums present advice industry with an existential threat
The survey of 84 business owners and chief executives of member firms of PIMFA
10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/16/2020
New wealth management firm pioneers the use of AI
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/16/2020
Management buyout at IFA firm
Business is now majority-owned by the company’s directors after founder sold his stake
10/16/2020
Sanlam CEO defends fee hike as advisers vote with feet
He said: "We have a number of smaller advisers who are in the process of leaving.
10/16/2020
Wealth managers beginning to encourage traders to invest in shares of underdog companies
Unusual stock is not often the subject of persuasive advice from some of the world’s plate-glass fund managers, however this year has been an unusual year.
10/15/2020
Rathbones assets rise on fund sales and performance
AUM rose to £50.4bn from £49.4bn with the asset management arm recording £700m net inflows.
10/15/2020
Charles Stanley sees revenues drop amid 'difficult times'
CEO says business remains resilient
10/15/2020
Brooks’ investment performance offset by £260m outflows
“Our vision for Brooks Macdonald is as the leading investment manager for intermediaries, and we look forward with confidence."
10/15/2020
Apex Group Reaches Nearly $1 Trillion in Serviced Assets Following Planned Acquisition of Fundrock
Apex is a portfolio company of Genstar Capital.
10/15/2020
Oddo BHF and Landolt to merge
Oddo had already bought BHF bank in 2016.