11/25/2020
New Sheffield Financial Services Company Launched
Joint managing director Mark Jones said: "Concept Wealth is an exciting development in the independent financial services market for individuals and corporate clients.
Wealth and Asset Management
11/25/2020
‘We don’t just offer investment management then walk away’
Arbuthnot Latham head of wealth management Steve Pennington on understanding clients
11/25/2020
Whitman Asset Management creates new fund to capture growth opportunities in UK small cap market
Whitman is targeting £25m in the initial stages of the Fund.
11/24/2020
ZEDRA rebrands London acquisition, unveils new global expansion service
The Office for Investment is designed to provide a ‘single front door’ to overseas investors and ensure the UK is the most attractive destination in the world to invest.
11/24/2020
Shard Capital: ‘Central banks have messed things up spectacularly’
Mike Hollings and Neil Williams on targeting US immigrants, lockdown working and how central banks have ‘flanneled’ everyone
11/24/2020
Heartwood announces rebrand
The firm will now be collectively known by its new name of Handelsbanken Wealth & Asset Management
11/24/2020
Risk On, Warning Signs On
Many investors believe SOE debt is safe because the Chinese government – either at a local or national level – will step in to prevent defaults.
11/23/2020
Just Mortgages launches wealth division
The advisers who join Just Mortgages wealth division will be provided with leads from our Just Mortgages client database, as well as being able to find their own leads.
11/23/2020
SYZ AM recognised as top ten Swiss ESG provider
All securities are reviewed on a quarterly basis with regards to their sensitive sector exposure, overall ESG rating, as well as any potential controversies.
11/23/2020
Channel Islands Wealth management association established
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.
11/23/2020
Kingswood secures further US deal
We are thrilled to have now achieved a majority interest in the re-named Kingswood U
11/23/2020
Schroders looks to raise £100m for ‘social impact’ trust
The trust, which hopes to reach a size of between £300m and £500m over the next five years
11/23/2020
Capgemini highlighted nine key trends that wealth managers will have to contend with in 2021
Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge
11/23/2020
Stanhope merges with FWM to create $24.2bn wealth manager
Deal comes amid growing competition to service the ranks of the world’s super-rich
11/23/2020
Future of 100 advisers in balance as Harwood Wealth puts network into administration
The firm said it had been working closely with the directors of Network Direct and will include support on income novation and re-authorisation.
11/22/2020
Davy picks up Sarasin’s Irish operations as Brexit pushes ethical investor out
For regulatory reasons, Sarasin cannot continue operating its Dublin office on St Stephen’s Green as a branch of the UK manager after the Brexit transition period expires at the end of next month.
11/20/2020
Why do female entrepreneurs struggle to access venture funding? by St. James’s Place
To mark Female Entrepreneurship Day we look at the disparities in venture funding and get advice on how to level the playing field
11/20/2020
Nearly one-in-five wealthy Brits has at least £100,000 in cash
29% would like to move their assets to investments but don’t know what to do
11/20/2020
Strategy gap means advisers risk missing wealth transfer boat
Which could undermine growth and prospects for sale
11/20/2020
Equiom launches ‘employer of choice’ strategy with flexible approach to work
As part of the ‘Inspiring Action’ programme, staff have the option to choose their own working patterns so they can better manage their work and home lives.