04/06/2021
More than half of respondents (53 per cent) also said that the pandemic had resulted in clients re-evaluating their objectives and shifting from wealth creation to wealth preservation strategies.
04/06/2021
We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.
04/06/2021
The three deals take the number of acquisitions to 22 since IWP’s formation two years ago, and the total assets administered to almost £4bn.
04/06/2021
The Richest in 2021
04/06/2021
As a fully independent company we are able to do things differently, providing our clients with a bespoke, director led and efficient offering.
04/05/2021
This was the crux of IQ-EQ’s virtual roundtable in November 2020
04/01/2021
Ryan George, Chief Marketing Officer at Docupace says taking the lead on positive client engagement, robust financial planning and fiduciary will reap the benefit of loyalty
04/01/2021
In a foreword to our annual Sustainable Investment Report, our group chief executive Peter Harrison explains how 2020 changed the way people feel about sustainability.
04/01/2021
Quilter International will become a part of Utmost International, the international life assurance business of Utmost Group
04/01/2021
Arbuthnot Banking Group is advised by Grant Thornton, Numis Securities, Shore Capital and Maitland/AMO.
03/31/2021
Kingswood has acquired five advice companies in the past two years, backed by the capital of its private equity backers, who hold a stake.
03/31/2021
HNW investors’ growing private equity allocations
03/31/2021
The pay gap is predominantly the result of a role gap driven by lack of women in senior management and other higher-paid roles, particularly in the investment side of the business.
03/31/2021
Safeguarding the health and safety of our shareholders and employees is our top priority.
03/31/2021
Central banks are not ready to sanction tighter policy
03/31/2021
For the first year alone, the variable compensation is not subject to any performance conditions or claw-back clauses.
03/31/2021
Lumin Wealth is a financial advice and discretionary fund manager firm based in St Albans and London.
03/31/2021
Hargreaves Lansdown co-founder Stephen Lansdown is stepping down as chair of Ravenscroft.
03/30/2021
Former M&S boss buys in as wealth manager raises £11.3m
The latest fundraising round brings the total raised by the company to £38m since launch in 2015.
03/30/2021
Contemi Solutions enhances corporate actions solution
Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.