10/21/2024
This positions us well for the second half of our strategy, where we will accelerate profitable growth, building on an open wealth-capable IT platform, a regional target organization, and improved risk management.
10/21/2024
Cheltenham IFA Ltd has a wealth management proposition at its core and builds long-lasting relationships with its clients that regularly progress to the next generation.
10/21/2024
Firms will come under increasing pressure to deliver best-in-class client experiences
10/21/2024
While it’s always a bit surprising to see an investment bank purposefully shrink its wealth management division, this approach by Krupa seems sensible.
10/21/2024
The UK LTAF is the first multi-asset LTAF to be dedicated to the UK market.
10/21/2024
This acquisition brings Fairstone’s funds under management to more than £17 billion, with a client base exceeding 125,000 across the group.
10/21/2024
American Express is to become the sole holder of Swisscard.
10/21/2024
The British-American asset manager targets Japanese equity through subsidiary’s new active ETF strategy.
10/21/2024
At this point, although it is too early to tell what the consequences of closer scrutiny are even though a larger factor may already be out there having a deeper impact on activity.
10/18/2024
The Firm’s Portfolio Risk Platform has been recognized by Datos Insights for Advisor Enablement
10/18/2024
Demir Avigdor, head of private banking UK at Standard Chartered, on sustainable solutions for UHNW clients.
10/18/2024
Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.
10/18/2024
Guest introductory speaker Edwin Smith, Editor in Chief of Spear’s Magazine, then unpacked the most important forces shaping the world of wealth
10/18/2024
The Catalytic Transition fund has raised $2.4bn so far, with a $1bn anchor commitment designed to serve as a ‘return enhancement lever’.
10/18/2024
One additional benefit of the increased scale of the enlarged Thorntons Wealth business will be a reduction in service costs for the vast majority of Robson Macintosh’s clients.
10/18/2024
Specifically, in terms of national policymaking, investors said global alliances on politics and trade (44%), as well as high levels of government borrowing (35%), would most likely impact their investment positioning.
10/18/2024
Companies are staying private longer and by the time they go public (if they do it at all), most of their growth is behind them.
10/18/2024
It is also evident that participating in the digital asset space is demanding for industry actors.
10/18/2024
Wealth managers continue to hunt for ‘synergies’ amid rampant consolidation
10/18/2024
By the end of the quarter, funds under management had swelled to £184.4bn, up from £181.9bn the quarter before and also ahead of consensus.