10/19/2020
Private bankers count the cost of less face time
Income has to grow, and that means getting new business through the door.
Wealth and Asset Management
10/19/2020
Weatherbys Private Bank appoints AML Group
Weatherbys Private Bank has appointed London-based creative agency AML Group to redesign and rebuild its customer-facing website.
10/19/2020
Mattioli Woods prepares for further acquisitions
It also reported revenues had risen by 1.6 per cent to £58.4m while operating profits were up by a third.
10/19/2020
Rising Professional Indemnity Insurance premiums present advice industry with an existential threat
The survey of 84 business owners and chief executives of member firms of PIMFA
10/19/2020
Intertrust announces new era with rebrand and strategic partnership
The rebrand ushers in a new era for the company and reflects its growth and acquisitions in recent years.
10/16/2020
New wealth management firm pioneers the use of AI
With in-person advice being affected due to the Covid-19 pandemic, the need for digital interaction is soaring and there is still an advice gap within the UK.
10/16/2020
Management buyout at IFA firm
Business is now majority-owned by the company’s directors after founder sold his stake
10/16/2020
Sanlam CEO defends fee hike as advisers vote with feet
He said: "We have a number of smaller advisers who are in the process of leaving.
10/16/2020
Wealth managers beginning to encourage traders to invest in shares of underdog companies
Unusual stock is not often the subject of persuasive advice from some of the world’s plate-glass fund managers, however this year has been an unusual year.
10/15/2020
Rathbones assets rise on fund sales and performance
AUM rose to £50.4bn from £49.4bn with the asset management arm recording £700m net inflows.
10/15/2020
Charles Stanley sees revenues drop amid 'difficult times'
CEO says business remains resilient
10/15/2020
Brooks’ investment performance offset by £260m outflows
“Our vision for Brooks Macdonald is as the leading investment manager for intermediaries, and we look forward with confidence."
10/15/2020
Apex Group Reaches Nearly $1 Trillion in Serviced Assets Following Planned Acquisition of Fundrock
Apex is a portfolio company of Genstar Capital.
10/15/2020
Oddo BHF and Landolt to merge
Oddo had already bought BHF bank in 2016.
10/15/2020
Accuro crowned “Highly Commended” Independent Trust or Fiduciary Company
The panel stated: “Assessors were impressed by how Accuro is now totally management owned and tightly aligned with its clients’ interests.”
10/15/2020
Wealth management firm agrees partnership deal with Liontrust
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
10/15/2020
Fiducia Wealth Management completes management buyout
'Future looks bright'
10/15/2020
Julius Baer private client boss says ‘UK jobs are safe’
Julius Baer’s UK private client head Alan Hooks has sought to reassure colleagues that the Swiss bank plans to maintain UK headcount for the foreseeable future as it cuts costs.
10/15/2020
Embracing the responsibilities of family wealth
The best way of authentically embracing the responsibility that wealth brings is to ensure that purpose informs everything a family does.
10/15/2020
Lombard Odier wins European, UK and investment thought-leadership awards
This includes a large in-house investment intelligence team, with specialists across all major asset classes, as well as in private equity, hedge funds, and third party fund selection.