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JTC reports further growth

The results also pointed to the investment JTC has made in its global platform through the enhancements made to its senior management team

Wealth-Management Price War Spikes in Nordics as Fees Take a Hit

That move gave the asset manager a bigger chunk of the market, with DNB’s share of Norwegian retail business growing to 32.2% in May from 29.8% at the end of March 2018.

Leaked call reveals St James’s Place’s own adviser pleaded for ‘expensive’ fees to be axed

In a frank series of admissions during the call, which was leaked to Money, Gascoigne told the 700-plus advisers who were logged in that the business had to move with the times — and that meant its annual trips on cruise ships in exotic locations sh

Sanlam hiring spree sees eight join wealth planning team

Sanlam UK has announced a raft of eight new hires within its wealth planning team as the company continues to increase its UK-wide presence and enhance its client offering.

Financial planner set to complete management buyout

Mr McArdle joined the business in 1997 as a financial planner and went on to become a 50/50 shareholder in the company, using retained profits to fund the buyout deal.

City heavyweights plough £10m into wealth manager

The company has raised £26.5m in three funding rounds since launch.

Unigestion opens Copenhagen office

The office will allow Unigestion to increase its investor base in the region and work closer with investors looking for unique investment strategies, including bespoke ESG solutions for those with more specific requirements.

UBS Asset Management to tour the UK with its Defensive Growth Fund

The roadshow will be hosted by UBS Asset Management’s Michael Walsh, Investment Specialist, Investment Solutions, and Nick Webb, Head of UK Retail, and will feature Mike Barrett, Consulting Director from the lang cat.

St James's Place reacts to 'forgery' claims

The client, named Miss J in the Ombudsman documents, also claimed the adviser “forged” her signature in a “doctored” document.

Failed wealth manager circled by 100 firms

In some cases clients of the wealth manager were paying fees and charges as high as 20 per cent of their total investment, the FCA claimed.

What Are The Hot Investment Tnvestment Families Are Chasing?

Some of the trends Mehta Ventures, the family office in India, identified included more family offices looking for direct investments across various sectors.

Wealth manager ups its funds under management to £13 billion

Brooks Macdonald sees profits increase amid economic uncertainty

Apprenticeships Help Brewin Dolphin Swim In The Fast Lane

Now the firm plans to work with the college to recruit another group of apprentices in the autumn.

Two Acquisitions Completed by Wealth Management Giant

The two deals will bring a combined £215m of funds under management to AFH, raising its total above £5.6bn.

Fairstone hails acquisitions and 'significant' client growth

Fairstone operates what it called “a unique model” that reverses the traditional buy and build approach.

Investec goes for Gabelli Value’s throat with discontinuation vote

In an open letter to Gabelli’s chairman Jonathan Davie, Chris Hills, Investec’s chief investment officer, attacked the board for its inaction over the trust’s ‘material underperformance’ that has seen its net asset value (NAV

Fos apologises for SJP data error

“We’d like to apologise for any confusion caused.”

UK based wealth manager confirms up to £80 million permanent growth capital

Kingswood considered a number of fundraising options through institutional markets and investors

KBI Global Investors' focus on Transparency is recognised at the TAAM Awards

Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.

Eight in 10 wealth firms fail at technology

Bad digital services risk driving future clients away

Wealth and Asset Management