08/13/2020
UK wealth manager completes first advice M&A deal
Seven Bridges expects to increase its turnover to £1.8m after the acquisition
Wealth and Asset Management
08/13/2020
Gold could head as high as $3,400, VanEck CEO says as metal pulls back from records
“We became really bullish last summer when gold broke out of its six-year sort of sideways market, and then the other technical confirmation happened when it went to all-time highs a month or so ago,” van Eck said Monday on CNBC’s &l
08/13/2020
Options ETFs under the spotlight following UBS AM’s quadruple launch
Is there investor demand in Europe?
08/12/2020
Deutsche Bank WM hands new role to fund solutions head
The new responsibilities will see Silke Roth take charge of the whole product offering in Germany.
08/12/2020
The changing face of philanthropy
When setting out to create a successful philanthropic outcome, a desire to help or "give back" to a community is rarely enough.
08/12/2020
EdR launches fund aiming to create European tech ecosystem
It aims to gradually increase the weight allocated to European companies within the sub-fund.
08/12/2020
Hannah Goldsmith: Client money shouldn’t go into industry pockets
The industry is in business to maximise shareholder value, and is rewarded for doing so
08/11/2020
SJP adds 39 partner firms during lockdown
Former footballer one of the graduates to launch own business
08/11/2020
IFA firm bolsters south east hub with acquisition
Company is ‘close to achieving its goal of 20 deals’ and aims to have £5bn AUM in coming year
08/11/2020
Canaccord Genuity deal may hinge on US$34B U.K. wealth unit
A potential sale of Canaccord outright is low, as there may be a limited pool of potential buyers interested in Canaccord’s globally distributed and diverse assets.
08/11/2020
Quilter interim results for the six months ended 30 June 2020
We are pleased to see the significant pick-up in net flows across the business in the first half
08/11/2020
The week ahead: A new hope, US stimulus negotiations breakdown, difficulties in Turkey
Sébastien Galy, Senior Macro Strategist at Nordea Asset Management
08/11/2020
Quilter adds £15m to replatforming bill as Covid-19 pushes plans back
Quilter had planned a second platform wave to be migrated late this summer.
08/11/2020
Uneven Global Pandemic Recovery Leaves Regional Opportunities For Investors - 7IM
“The virus is a complicated problem that requires ongoing policy changes and planning, rather than a single, one-ofmow eub Uneven Global Pandemic Recovery Leaves Regional Opportunities For Investors - 7IM
08/11/2020
Jupiter to flag disruption focus with de Blonay fund rebrand
Jupiter Asset Management is to rebrand its International Financials fund to the Global Financial Innovation fund at the end of October.
08/10/2020
Seven Bridges Acquisition Brings £110 Million in Assets Under Management
Seven Bridges is a family-run company founded and ran by Ryan Parker in 2014.
08/10/2020
Look for Value in True Growth or Solid Dividends
Over the longer term, we completely accept very low interest rates are a boon for true growth stocks such as tech companies, but we should not forget emerging markets.
08/10/2020
Sanlam launches 'on demand' service
Mr White said: "The Covid-19 pandemic has not only changed the way we work, it’s also changed the way we think about our finances and our ability to achieve our future financial objectives.
08/10/2020
Advisers must be more creative in attracting new clients for future survival according to new research
Coronavirus has created a window of opportunity -
08/10/2020
President-proof your wealth, investors warned
The warning from Nigel Green, chief executive and founder of deVere Group, comes with just 84 days to go until the U.S. Presidential election on November 3.