09/04/2020
Beaufort Investment parent acquired by consolidator
Former Openwork boss Mary-Anne McIntyre leads the new national advice group
Wealth and Asset Management
09/04/2020
Why Succession Planning in a Pandemic is a Once in a Generation Opportunity toTransfer Wealth
More than a quarter (28%) of the next generation cohort of family leaders surveyed by Campden Wealth with RBC for the new study The Next Generation of Global Enterprising Families Shaping Tomorrow,
09/04/2020
BNP Paribas Swings to Hefty Swiss Loss
The Swiss bank's revenue slid 28 percent to 18.7 million francs, while it was only able to slash spending by a modest seven percent in response.
09/04/2020
The Pandemic and Pay: A Hot Investor Topic
In their latest quarterly report, Amy Wilson, their sector lead for retail, writes: “Companies that lay off workers after taking government hand-outs are being closely scrutinised by investors and the public."
09/04/2020
Wealth manager targets small advisers with £10m warchest
“Many consolidators just buy to build up assets under management with little regard for cultural fit.”
09/03/2020
Billionaire Family Pledges $125 Million Stake in Office Firm
Family has already pledged more than a third of AB InBev stake
09/03/2020
Charles Stanley veteran launches wealth business
WH Ireland’s former Milton Keynes office head and Charles Stanley veteran Paul Wilson is launching a new branch for Raymond James in Buckinghamshire.
09/03/2020
Quilter Int'l launches product for British expats in France
The product is aimed at the English-speaking expat market in France.
09/02/2020
Financial turmoil gives investors good opportunity to challenge advisers’ fees
Top wealth managers have been quick to declare that the Covid-19 pandemic has highlighted their strengths
09/02/2020
Mattioli Woods sees profits jump after swift Covid action
Revenue growth was also helped by the Broughtons and Ssas Solutions businesses acquired in the prior year, plus £200,000 of revenues from Turris following its acquisition in December 2019.
09/02/2020
LOIM launches China High Conviction fund with two AAA-rated PMs
The new strategy’s team also manage the Asia High Conviction fund.
09/02/2020
Pictet breaks new ground in Shanghai and NYC despite flat profits
AUM dropped to CHF 559bn.
09/02/2020
IWP acquires Gilmour Hamilton Wealth Management
Gilmour Hamilton Wealth Management represents a great boost for our Hub in south west and central Scotland.
09/02/2020
Wealth management firm boosts profits with rapid Covid-19 action
At the same time, savings and investments are becoming more complicated. Clients need long-term advice and strategies more than ever before.
09/02/2020
Wealth consolidator acquires Scottish financial planning firm
IWP has purchased Kilmarnock-based financial planning firm Gilmour Hamilton Wealth Management, its 12th acquisition this year.
09/02/2020
ZEDRA shortlisted for major industry award
This growth will play an important part in supporting future private placement trust business.
09/02/2020
IQ-EQ makes the grade with STEP
The awards, which this year attracted a record number of entries
09/02/2020
IQ-EQ acquires Conseil Expertise & Synthese, further strengthening French offering
The acquisition of CE&S, together with the recent appointment of Bruno Noyon as our new managing director in France, leaves us extremely well positioned to take advantage of this significant market opportunity.
09/01/2020
Mirabaud: Operating Income Rises A Group Expands International Presence
The Group’s profit for the first half of the year reached CHF 20.4 million.
09/01/2020
Tilney and Smith & Williamson complete merger
The newly-constituted Board of Tilney Smith & Williamson comprises eleven Directors drawn from both the two previous boards and representatives of the group’s major shareholders.