SJP hits £220bn in FUM
The final quarter also saw elevated short-term outflows, as many clients accelerated tax-free cash (TFC) withdrawals from their pensions in anticipation of reduced TFC allowances.
Wealth and Asset Management
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Titan Wealth acquires Sound Financial Management Limited
The acquisition is subject to regulatory approval from the Financial Conduct Authority (FCA).
One in two respondents said integrating wealth management with FinTech firms would boost sales
The survey provided a forward-looking assessment of how convergence, technology and shifting client expectations were reshaping revenue models and profitability in the asset and wealth management industry through to 2030.
Wealth managers turn to direct indexing for personalisation
Direct indexing involves purchasing individual stocks within an index to mimic its performance rather than using an index fund or tracker.
Record gold and silver prices signal a new era for wealthy investors
Gold has surged past $5,000 an ounce and silver over $100, driven by investor demand amid political and economic uncertainty
Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams
Firm is the highest-ranked team in Southeast Michigan for the fourth consecutive year
JM Finn opens fifth office in Cheltenham
New office is up and running with a five-strong team
True Potential makes significant enhancement to fund range with appointment of Amundi as strategic partner
The appointment represents a further evolution of True Potential Investment’s proposition, with Amundi partnering on an exclusive basis to co-design a unique strategic asset allocation framework.
Morgan Stanley Closes Acquisition of EquityZen
“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies
JPMorgan Plans More Private Bank Hires to Cater to France’s Rich
The lender plans to increase staff numbers “significantly” after boosting them by about 10% last year, she said.
SJP ups UK equities positions and makes EMD move
Wealth manager seeking to adapt to a ‘late-cycle market environment’
Goldmans Sachs buys stake in £3bn advice firm The Private Office
TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.