11/06/2024
The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.
11/06/2024
The deals have added £1 billion of assets under advice to the business, as well as 2500 client households, six offices and 48 staff.
11/06/2024
For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).
11/06/2024
In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.
11/06/2024
As part of this deal, FPIS promoted two individuals to partner, Brock Becker and Carl Ekstrom, who are important to the team’s growth strategy.
11/06/2024
Less than a quarter of wealth managers currently use an LTAF or ELTIF
11/06/2024
This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.
11/06/2024
It’s the second sell off in seven days for ASHL which last week sold its MPS provider Rockhold Asset Management, also to 7IM.
11/06/2024
Under her leadership, Cazenove Capital has expanded its footprint in the UK over the past three years.
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.