10/25/2023
Wealth managers too reliant on clients when deciding risk
Three in four (75%) wealth managers hugely rely on clients' own assessment of their suitable risk level.
Wealth and Asset Management
10/25/2023
‘I spent too long trying to understand SJP’s fees’: Investor backs overhaul
Managers of Merchants Trust are sticking by SJP after FCA forced the national advice company to scrap exit penalties.
10/24/2023
Citi: Asia Wealth Client Referrals in Numbers
25 percent of acquisitions from the overall wealth business were also sourced from the credit card business.
10/24/2023
Ex-Quilter investment manager launches financial planning firm
Nicholas Hawkins has launched NH Wealth
10/24/2023
UBS Advisor Team ViewPoint Partners Named to Barron’s Top 100 Private Wealth Management Teams List
As a team of men and women spanning four generations, they offer a diversity of perspectives and experience to help clients achieve their financial goals, through every stage of life.
10/24/2023
What can alternatives do for your portfolio?
Investors should be aware of the unique drawbacks involved in investing in alternatives, like illiquidity.
10/24/2023
Artorius’ growth story continues.
The group reported an adjusted EBITDA loss of £(0.5)m to a £0.3m EBITDA profit in the prior year following as series of strategic investments.
10/24/2023
Progeny to acquire Edinburgh advice firm adding £600m in AUM
The Leeds-based firm looks to ‘strengthen’ presence in Scotland
10/24/2023
Pantheon opens two new offices
Extending its footprint into two important private wealth hubs
10/24/2023
Swiss fund market facing headwinds from the financial markets
This slowed the growth momentum in the Swiss fund market that had emerged at the beginning of the year.
10/24/2023
Progeny announces acquisition of Carbon Financial Partners
Its managing director Gordon Wilson said: “Progeny shares our investment philosophy and our values.
10/23/2023
Rathbones announces a trading update for the three months ended 30 September 2023
There is already a strong level of collaboration across the enlarged group and an ongoing dedication to keeping clients’ interests at the forefront of everything we do.
10/23/2023
Passives and Porsches: Why pay SJP to track an index?
FUture clients will still face elevated advice fees and a 4.5% entry fee
10/23/2023
Growth challenges
The chart shows trend growth rates in several important developed economies.
10/23/2023
SJP price changes may be good for shareholders 'in long term'
St James Place shares have fallen by 6 per cent to the present level of £6.18 over the past five days, mostly in response to the announced changes to the fee structure.
10/23/2023
Gam reaches 'first steps in turnaround' as £92mn deal signed
The company has also made new appointments to its group management board.
10/23/2023
Octopus Money reaches rescue deal for embattled digital advice firm's customers
Cash from the deal will be used to pay OpenMoney’s creditors and ex-employees, who are owed thousands of pounds in unpaid salaries and employer pension contributions.
10/23/2023
Boris Collardi acquires a winery with a golden name
His latest is a winery on Lake Geneva that bears the resounding name Bec d'Or, meaning golden beak.
10/23/2023
New UK wealth manager launches with first acquisition
The firm says it is proactively seeking to engage with advice and financial planning firms who share the company’s entrepreneurial and sustainable values.
10/23/2023
Former EQ Investors boss launches nationwide planning firm
It is backed by the founders of Var Capital – an investment management and family office firm.