05/30/2019
It was imperative for us to achieve the two highest Financial Planning distinctions as a firm, and we are delighted that all the hard work the Montage family have put in has come to fruition.
05/30/2019
Identifying both the importance of relaxation and the challenges of mediation, Calm Creations collates bespoke art supply boxes with easy to follow instructions that are shipped directly to customers houses on a subscription basis.
05/30/2019
Nick McCall, head of wealth management at Dolfin says: “What makes us stand out from the crowd is the modern sophisticated technology platform which underpins the wealth offering."
05/30/2019
The FCA is clear that this is against its rules, stating that “the allocation of costs and profit between the adviser’s charge and product cost should be such that any cross-subsidisation is insignificant in the long term”.
05/29/2019
‘Increasingly stringent regulatory environment’
05/29/2019
Pearce says the faces of his staff lit up when they knew they realised they were in with a chance of winning an award.
05/29/2019
New structures and solutions are becoming increasingly common to attract the particular demands of this market.
05/29/2019
Deutsche Bank Wealth Management enters UK mortgage market
We want to build a wealth management business here in the UK
05/29/2019
Wealth managers' use of segregated funds will fuel rise of low-cost active portfolios
Growth amid fall in funds under management
05/28/2019
Women have an inherent mistrust of investing
05/28/2019
Its property financing service offers the full range of property finance facilities, and aims to build long-term relationships with clients and introducers, bringing a bespoke private banking philosophy to the specialist finance market, it says.
05/28/2019
Deal will give it the ability to ‘scale and cross-sell its services internationally’
05/28/2019
The company's revenues also jumped 61 per cent from £22.7m to £36.6m.
05/28/2019
Mr Woodford’s remit in managing separate funds for SJP clients differs from the way he manages the Woodford Equity Income and Income Focus funds that are available to non-SJP clients.
05/28/2019
The firm said the acquisition “creates an exciting new strategic partnership for Kingswood to scale and cross-sell its services internationally”.
05/27/2019
This is the second successive year Phoenix has collected the ACQ5 award.
05/24/2019
Brexit and beyond: wealth management in an era of political risk
A Corbyn-led government is a key concern for many clients, say managers
05/24/2019
Wealth managers adapt to appeal to female clients
Women still feel unwelcome in an industry full of jargon
05/24/2019
Wealth Adviser 2019 - The Winners
The awards were determined by the votes of Wealth Adviser's readers
05/24/2019
Julius Baer assets hit record as money inflows pick up
After a soft start to the year, net new money growth accelerated towards the end of the period