12/24/2020
UK wealth firm sees opportunity in ‘declining’ Qrops market
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
Wealth and Asset Management
12/23/2020
Head 2 Head: Should mortgage brokers diversify into areas such as wealth management?
While qualifying to be a wealth manager is not a walk in the park as it is the equivalent of the first year at degree level, the rewards for both brokers and their clients are worth it.
12/23/2020
Fairstone snaps up Bath & Bristol adviser
The deal brings with it eight advisers and secures a gross fee income of £1.25m for Fairstone.
12/23/2020
What are offset mortgages?
There’s a mortgage you may not have heard about that could offer you significant financial benefits
12/23/2020
WH Ireland seals £7.8m boutique buy
This transaction strengthens the Company’s senior leadership team
12/23/2020
Largest New IPO By An Investment Trust In 2020
This makes Round Hill the largest new IPO by an investment trust this year.
12/23/2020
Mediobanca Seeks Wealth Deals as Italian Consolidation Gains
CEO plans expansion in lucrative niches of banking business
12/23/2020
WMs reveal how they deal with clients' different risk approaches
Understanding what level of risk clients are willing and able to tolerate is key when building portfolios.
12/23/2020
UK wealth firm sees opportunity in ‘declining’ Qrops market
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/23/2020
Cantonal bank to make CHF 300m in loans available to SMEs
The bank said that the high number of cases and lockdown measures come at the worst time for many SMEs.
12/23/2020
B2B wealthtech InvestSuite raises €3 million
The funding allows us to hone in on these opportunities.
12/22/2020
Personalizing Advice from a Digital Distance
Surprising findings from a Broadridge investor survey show how Covid-19 is deepening the bond between financial advisors and their clients.
12/22/2020
BNP Paribas Asset Management: Investment Outlook 2021
Legacy of the Lockdowns
12/22/2020
Schroders launches Islamic Global Equity Fund
The Global Islamic Equity Fund will invest in a range of equities within the Dow Jones Islamic Equity Index.
12/22/2020
Van Lanschot Kempen receives regulatory approval for acquisition of Hof Hoorneman Bankiers
Van Lanschot Kempen expects to complete the integration of Hof Hoorneman Bankiers clients, employees and investment funds by the end of 2021.
12/22/2020
Private Equity Firm Eyes SW Expansion with New Investment
It is estimated that the overall wealth management market comprises about 12,000 advisory firms, of which almost 3,000 are owned by principal owners already in their 60s, or turning 60 in the next couple of years.
12/22/2020
IQ-EQ shortlisted across three categories in 2021 Citywealth IFC Awards
IQ-EQ is up for the title of ‘Trust Company of the Year’ for both Hong Kong & Singapore and Guernsey for the second consecutive year.
12/22/2020
Cantonal bank hunts for corporate centre head
The person would be in charge of developing and expanding the institution’s business within the Wil and Toggenburg areas.
12/22/2020
Brewin Dolphin helps family lawyers navigate settlements with expert advice
Their advice is focused on helping family specialists and their clients navigate the divorce process though the often-combined service of a financial planner and investment manager.
12/22/2020
Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management