09/28/2020
RBC takes £9m stake in Brooks Macdonald
According to stock market filings, RBC bought a 3.1% stake on 23 September when the stock was trading at an average price of £18.10.
09/25/2020
Firm hopes it will be ‘attractive’ to existing IFA partners and intermediary companies
09/25/2020
A raft of new measures aims to prevent huge job losses after the withdrawal of the furlough scheme
09/25/2020
Schroder UK Public Private co-manager Tim Creed jumps on board for trust with similar investment universe
09/25/2020
‘Roughly two thirds of customers invest for the first time. They often will not invest all of their money in us,’ he said.
09/25/2020
The former chairman of the AMP and president of SFAMA is president of the new association.
09/25/2020
As UK financial planning firm agrees eighth M&A deal of 2020
09/24/2020
Schroders Global Investor Study 2020: Millennials are more likely to compromise their personal beliefs if the return is high enough
Millennials[1] are more likely to compromise their personal beliefs in order to benefit from potentially higher returns, Schroders Global Investor Study 2020* has found.
09/24/2020
One in three wealth clients are considering switching, with the richest investors the most fickle.
09/24/2020
As it targets offshore investors from Argentina, Panama and Uruguay
09/24/2020
This year’s awards will credit those wealth firms that have delivered strong returns for clients in these tough market conditions.
09/24/2020
If clients really understood how miserably they were treated, there would be a huge pressure for those who do not do well to level up their business,’ he said.
09/24/2020
AMC of 0.2% makes model portfolio range one of the most competitive on the market
09/24/2020
Warburg did not pay any capital gains tax for these trades but had it offset against its corporate income tax.
09/24/2020
In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.
09/23/2020
A merger between the two heavyweights has reportedly been considered by executives at both banks over the years, especially as their goals and methods have become ever more synchronised.
09/23/2020
Utmost Wealth Solutions announces launch of new Apex (Portugal) product
The product launch is an exciting development for our Group, key advisers and clients.
09/22/2020
It is the company’s first office in Sussex
09/22/2020
Close Brothers 2020 profit falls on virus hit
Throughout this time, we have maintained regular contact with our customers and increased their choice of channels for engagement with us
09/22/2020
As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.