03/04/2021
Significant opportunities ahead for wealth advisers and their clients
A pre-existing trend greatly accelerated by the pandemic is sustainability.
03/04/2021
Underlying profit before tax increased by 4.3% to £92.5 million, delivering an underlying operating margin of 25.3% that was consistent with the prior year despite lower investment markets.
03/04/2021
The winds of change: Strengthening our commitment to ESG
03/04/2021
Announced at a virtual gala ceremony on 23rd February
03/04/2021
The market has boomed. It’s grown exponentially, more than any other fixed income market, because it was underutilised.
03/04/2021
Assets under management as at Dec. 31 increased to GBP574.4 billion, a new high, and up from GBP500.2 billion a year earlier.
03/04/2021
Swiss Financial Services in 2030
03/04/2021
Wealthy individuals are increasingly feeling unease in Mexico, with AMLO launching a crackdown on tax evaders.
03/03/2021
As 79% say Brexit did not influence their decision to look at alternative residency
03/03/2021
The hindrances that women face in matching their male colleagues’ progress and rewards go deeper than outdated assumptions suggest, new research by The Female Lead has found.
03/03/2021
Schroders and SBT will work together to embed a skills-based volunteering programme that will be available to Schroders’ UK employees.
03/03/2021
With solid growth in customer business, the bank increased its total assets
03/03/2021
Large reductions in GDP relative to pre-crisis trends also occurred in other big developed nations
03/03/2021
Adviser launches with £850m acquisitions
Both businesses are well established with a real focus on client outcomes.
03/03/2021
Upon closing of the transaction, Wealth Enhancement Group's total client assets are expected to approach $30 billion.
03/03/2021
Wealth management group expands UK presence with acquisition
HFS Milbourne is a well-established financial advisory business, created in 2005 from the merger of Milbourne Financial Services and Hayden Financial Services
03/03/2021
Irish bank buys wealth manager for €138m
It will ‘continue to explore further opportunities’ in the life and pensions markets
03/03/2021
The requirements have now become more closely integrated and will be delivered to the customer step by step.
03/02/2021
New private equity investor to support Hawksford growth strategy
M&A will be an integral part of STAR and Hawksford’s growth strategy
03/02/2021
Guardian Capital Completes Acquisition of BNY Mellon’s Canadian Wealth Management Business
Both will continue to work together across Guardian’s Wealth Management platforms, leveraging all of Guardian to bring leading solutions to its clients and partners.