11/06/2024
Today, the UK wealth management industry controls over £1 trillion of assets and accounts for around 11% of the UK asset management industry assets under management (AUM)1.
11/05/2024
The group has nine members which have a combined total of £165m of assets under management.
11/05/2024
$135 Billion of Capital Raised Over LTM, Growing Fee-Bearing Capital 23% to $539 Billion
11/05/2024
Two thirds of wealth managers and financial advisers surveyed believe clients are currently underweight in emerging markets.
11/05/2024
The acquisition adds to Brooks Macdonald’s growing offering in Wales, with the CST team well known to the firm.
11/05/2024
Mattioli Woods is a diversified wealth and asset management business.
11/05/2024
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/05/2024
Total capital raised from individuals exceeds 2023 inflows
11/05/2024
The entry into the definitive agreement to acquire Archer was previously announced on September 5, 2024.
11/05/2024
Unio exists to meet the needs of people in Ireland who have accumulated wealth, yet they are time poor and are currently under-advised.
11/05/2024
In Asset Management, positive net flows in Private Markets were offset by foreign exchange movements and in Solutions, the quarter-on-quarter net outflow continued to reduce.
11/05/2024
The ensemble offers highly talented young musicians aged 13 to 25 a unique platform to showcase their skills on stages around the world.
11/05/2024
A clear winner of HSBC’s shakeup is its wealth management operations and broader wealth strategy says Andrew Haslip
11/04/2024
B. Riley Financial said on Friday it had agreed to sell a portion its traditional wealth management business to Stifel.
11/04/2024
History shows ‘one bank’ plans rarely work
11/04/2024
The wealth manager has faced numerous headwinds in recent years, but its UK boss says that trust in its people is integral
11/04/2024
The manager joins a list of more than 30 hoping to adopt the ETF-mutual fund structure that Vanguard invented
11/04/2024
Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.
11/04/2024
Unio gives peace of mind to clients while helping them unlock confidence in their financial futures
11/04/2024
M&G’s With Profits Fund invests €200 million in latest fund