IQ-EQ shortlisted across five categories in 2023 Citywealth IFC Awards
Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.
Wealth and Asset Management
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Schroders UK Platform awards announces finalists
Platform of the Year and Adviser categories published
How does inflation affect insurance-linked securities?
Inflation impacts insurance-linked securities (ILS) in a range of ways that investors in other asset types may not be familiar with.
IWP acquires £250m Cambridge advice firm
Consolidator Independent Wealth Planners has acquired Cambridgeshire-based Holistic Financial Leadership.
The growing role of External Asset Managers
In this regard, the quality of partnerships with strong and innovative custodian banks is a key asset.
Invesco partners with UAE wealth firm to create model portfolios
To fill ‘gap in the market for tried and tested investment solutions for international clients’
VZ Group sees assets grow to CHF 6bn in H1
The group increased its net profit to CHF 77m in the first half of the year.
JPMorgan backs central America in Latam wealth management drive
The US bank has reorganized its Latam wealth management business to focus on faster growing countries, but home bias remains a tough instinct to overcome.
WH Ireland boss: We won't make acquisitions until we are profitable
Bishop’s predecessor Steve Ford had previously told FTAdviser he expected the unit to grow its AUM to £3bn in the coming years, from £1.6bn at the end of March. Of that, £1bn is managed on a discretionary basis.
UK economy: better-than-expected GDP paves way for more rate rises
Better-than-expected UK economic performance may come at the cost of higher interest rates as the Bank of England is showing new focus on taming inflation
Broadridge Reports Fourth Quarter and Fiscal 2022 Results
Fiscal Year 2023 Guidance of 6-9% Recurring Revenue Growth and 7-11% Adjusted EPS Growth
Aviva to complete Succession acquisition and support further consolidation
Succession has established itself as one of the leading consolidators in the UK’s advice and wealth management sector, which is highly fragmented and going through an extended period of busy M&A activity.