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.
Wealth and Asset Management
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.
11/20/2020
JTC Commended at Funds Europe Awards 2020
This award recognises personal and company achievements together with contributions within the European funds community.
11/20/2020
Q3 market insights and Q4 look ahead by Miranda Seath, The Investment A
The reversal of the March outflows remains a factor in prolonging inflows to the fixed income sectors but investors may feel better disposed towards globally diversified bond funds, and the relative safety of bonds, with more volatile equity markets in pr
11/20/2020
AIB in exclusive talks to buy back Goodbody Stockbrokers
Bank preferred bidder for brokerage it sold after taxpayer bailout
11/20/2020
‘We understand them better than other banks’: Landolt’s Alexis Lombard on courting family businesses
He also discusses how private bankers are having to become increasingly specialised.
11/19/2020
Mirabaud Launches M&A Advisory Service
The Mirabaud Advisors platform will assist entrepreneurs and family-owned companies in France and Switzerland
11/19/2020
Charles Stanley profits dip as FSCS bill rises 66% and revenues fall
Charles Stanley has seen its profits fall by 27.5% to £6.6m in the six months to September as assets under management drags on revenue.
11/19/2020
Close Brothers post strong results, despite virus
Our operational capabilities and financial resources have enabled us to continue to build on the positive momentum seen in the last months of the 2020 financial year.