08/20/2019
VP Bank reports sharp growth in earnings
VP Bank Group has confirmed its long-term growth trajectory.
Wealth and Asset Management
08/20/2019
KBL aquires wealth management business
Bellevue Group with strategic focus on asset management and private market business
08/20/2019
Boutique wealth manager signs UN-supported Principles for Responsible Investment
We also welcome the recent implementation of minimum requirements for membership, to strengthen accountability and recognise best practice.
08/20/2019
Brewin Dolphin opens Kent office
William Hepburne-Scott, regional director, Brewin Dolphin, said: “The advice gap is real, and changes such as pension freedoms have meant seeking advice at key moments in your life has never been more important."
08/20/2019
Tilney spends £1.7m on assessing advice targets
The £1.7m figure was much higher than the £400,000 spent on the same activities in 2017.
08/20/2019
Coutts’s Wong Is Overweight Sterling Assets
She speaks on “Bloomberg Markets: European Open.”
08/19/2019
The value of managing your banking relationships by Stonehage Fleming
Many families have experienced precisely this problem and it has often come as a shock.
08/19/2019
Tilney confirms talks over Smith & Williamson merger
These discussions are ongoing and there can be no certainty that a transaction will proceed. A further announcement will be made as and when appropriate.
08/19/2019
Baillie Gifford assets hit £207bn
The portion coming from retail has risen from about 10 per cent to 15 per cent in recent years.
08/19/2019
Edinburgh-based private bank hails double-digit growth
The first half of 2019 saw the launch of an “enhanced” digital banking service and the strengthening of the banking teams in both Edinburgh and London.
08/18/2019
Two leading wealth managers in merger talks
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones, the hunter in need of prey
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Succession planning overtakes capital preservation as top concern - catch up with Stonehage Fleming
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/16/2019
Rothschild & Co invests in independent market leading equities research house, Redburn
Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.
08/15/2019
Why we should measure national wealth in assets
Wealth is just as fundamental to national prosperity in the long term.
08/15/2019
Vistra shortlisted in four categories at Citywealth Powerwomen Awards 2020
The shortlist is based on submissions, judges’ recommendation and editorial research
08/15/2019
Octopus to acquire wealth technology business for £10m
The firm currently has around £10m of assets on its platform and around 300 customers.
08/15/2019
Wealth managers increase exposure to global bonds
Many believe there is still opportunity to be found in the UK and in the equities sector
08/15/2019
Wealth firms should be wary of digital financial advice platforms, says GlobalData
Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi
08/15/2019
Wealthtech acquisition shows we’re serious about revolutionising financial services
For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.