06/24/2021
Macfarlanes advises on sale of wealth management firm
The sale, which remains subject to regulatory consent, is expected to close in the third quarter of 2021
06/24/2021
Rathbones has £60m war chest for further acquisitions
"We were fortunate that Ipiris, who previously owned it, were looking to sell.”
06/24/2021
But as the Treasury Select Committee says in its report, the FCA must set milestones for change to be achieved.
06/24/2021
Venture capital has historically presented investors with returns substantially in excess of public equity markets and other private market strategies.
06/23/2021
Raymond James unveils new employment model to spur UK growth
The model became popular with entrepreneurially minded wealth managers who wanted autonomy over their investment decisions and to put their clients at the heart of their business.
06/23/2021
The group now has assets under management and advice of £30.9bn, an increase of 92 per cent on the £16bn figure for 2020.
06/23/2021
Oil magnate Sergey Bogdanchikov claims the bank lost half his $150 million portfolio in a kickback scheme.
06/23/2021
Prime homes in capital selling at fastest rate in seven years
06/23/2021
He spoke of a shift to health not wealth - or what he believes is a stronger focus on personal health and on ensuring affairs are in order and that the legacy of family wealth is preserved.
06/23/2021
“Thanks to our collaboration with such a high calibre financial institution, as Shawbrook Bank,"
06/23/2021
Combined £60bn business will make Rathbones third largest wealth manager in the UK
06/22/2021
Schroders Personal Wealth joins We are Change initiative
As a strategic partner SPW will sponsor places on the scheme, helping to pay for the training, exams and upskilling of those looking to become financial advisers.
06/22/2021
Northern Trust Asset Management’s Marie Dzanis on the polar explorer who inspires her leadership
'Covid taught me personally a lot about culture and the new level of leadership that is required,' says the head of Northern Trust Asset Management’s Emea business
06/22/2021
Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth
06/22/2021
The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.
06/22/2021
Compared to last year, Tokyo and Zurich each dropped one spot to fourth and fifth positions, respectively.
06/22/2021
Tavistock Investments’ has set a date for its General Meeting at which its shareholders will vote on the proposed sale of its multi-asset management arm, Tavistock Wealth Limited to Titan Wealth Holdings.
06/22/2021
Analysts’ forecasts for current year earnings continue to rise, and we are only a few weeks away from the pre-announcement season when we scope for further upgrades.
06/22/2021
Accountants and solicitors have become more reluctant to refer clients.
06/22/2021
STEP believes there is no single ‘right’ approach to family wealth planning.