09/19/2019
Sarasin & Partners reported profits down 15% as a combination of ‘difficult’ investment performance and client outflows chipped away at its assets under management (AUM).
09/18/2019
Agressive fee strategy puts pressure on rival St James’s Place
09/18/2019
Heartwood began its research into developing a rich multi asset sustainable proposition in 2013 and created four global multi asset sustainable strategies across the risk spectrum – Defensive, Cautious, Balanced and Growth.
09/18/2019
In this sense the longer term outlook for inflation remains well supported, and the UK economy remains poised to accelerate when political certainty is delivered.
09/18/2019
Most wealth managers witnessed colleague sick with stress
More than half of wealth managers have seen a colleague take time off work to cope with mental health issues.
09/18/2019
With new clients increasingly sourced from rivals rather than the newly-rich, one age cohort is in high demand: the industry veteran.
09/18/2019
It could spend a maximum of £10.4m on all of the acquisitions
09/17/2019
The results also pointed to the investment JTC has made in its global platform through the enhancements made to its senior management team
09/16/2019
That move gave the asset manager a bigger chunk of the market, with DNB’s share of Norwegian retail business growing to 32.2% in May from 29.8% at the end of March 2018.
09/16/2019
In a frank series of admissions during the call, which was leaked to Money, Gascoigne told the 700-plus advisers who were logged in that the business had to move with the times — and that meant its annual trips on cruise ships in exotic locations sh
09/16/2019
Sanlam UK has announced a raft of eight new hires within its wealth planning team as the company continues to increase its UK-wide presence and enhance its client offering.
09/16/2019
Mr McArdle joined the business in 1997 as a financial planner and went on to become a 50/50 shareholder in the company, using retained profits to fund the buyout deal.
09/16/2019
City heavyweights plough £10m into wealth manager
The company has raised £26.5m in three funding rounds since launch.
09/16/2019
The office will allow Unigestion to increase its investor base in the region and work closer with investors looking for unique investment strategies, including bespoke ESG solutions for those with more specific requirements.
09/16/2019
The roadshow will be hosted by UBS Asset Management’s Michael Walsh, Investment Specialist, Investment Solutions, and Nick Webb, Head of UK Retail, and will feature Mike Barrett, Consulting Director from the lang cat.
09/16/2019
The client, named Miss J in the Ombudsman documents, also claimed the adviser “forged” her signature in a “doctored” document.
09/15/2019
In some cases clients of the wealth manager were paying fees and charges as high as 20 per cent of their total investment, the FCA claimed.
09/14/2019
Some of the trends Mehta Ventures, the family office in India, identified included more family offices looking for direct investments across various sectors.
09/13/2019
Brooks Macdonald sees profits increase amid economic uncertainty
09/13/2019
Now the firm plans to work with the college to recruit another group of apprentices in the autumn.