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One in three IFA owners to retire within 10 years

One in three IFA owners to retire within 10 years...

The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.

Published : 12, Oct 2015
Bellpenny to shift M&A focus following acquisition double

Bellpenny to shift M&A focus following acquisition...

Bellpenny is to set its sights on larger targets following a double M&A deal worth a combined £150m.

Published : 12, Oct 2015
Arbuthnot Latham seeks further strengthening of Manchester base

Arbuthnot Latham seeks further strengthening of...

Arbuthnot Latham is eyeing further recruitments for the North West corner of its English wealth management ‘triangle’ following a double addition to its Manchester office.

Published : 28, Sep 2015
Rowan Dartington takes base count to 10 with Birmingham branch

Rowan Dartington takes base count to 10 with Birmingham...

Rowan Dartington has taken its UK base count to 10 with the opening of a Birmingham branch.

Published : 28, Sep 2015
Majority of IFAs cite multi-asset as choice retirement income vehicle

Majority of IFAs cite multi-asset as choice retirement...

Multi-asset funds are favoured by more than half of IFAs as the retirement income vehicle of choice, a survey by Barings Asset Management has revealed.

Published : 14, Sep 2015
Two-thirds of wealth managers have £500,000 minimum - survey

Two-thirds of wealth managers have £500,000 minimum...

Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.

Published : 4, Sep 2015
Tilney Bestinvest plans new offices

Tilney Bestinvest plans new offices

Tilney Bestinvest is targeting the south coast of England and Aberdeen as the next chapters in its UK expansion drive.

Published : 26, Aug 2015
Is M&A the answer for wealth manager expansion?

Is M&A the answer for wealth manager expansion?...

Growing a wealth management company in today’s competitive market can be tough. Could an acquisition be the answer?

Published : 21, Aug 2015
Five in six IFAs' work incomplete as sunset deadline approaches

Five in six IFAs' work incomplete as sunset deadline...

Five in six advisory firms are still yet to transfer clients to a fee-based arrangement ahead of next year’s RDR sunset clause, FundsNetwork research has revealed.

Published : 10, Aug 2015
Why short-term investing is strictly a 'mug's game'

Why short-term investing is strictly a 'mug's...

Tackling retail wealth management from a very institutional perspective is an approach that is delivering for two former Lloyds colleagues.

Published : 7, Aug 2015
Tax concerns drive wealth manager clients to increase ISA savings

Tax concerns drive wealth manager clients to increase...

Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.

Published : 7, Aug 2015
Tax concerns mount while richer clients claim manager disatisfaction

Tax concerns mount while richer clients claim...

Almost half of high net-worths have cited climbing tax rates as their number one concern, while those unhappy with their current wealth manager tend to have more investable capital.

Published : 6, Aug 2015
EQ opens high net-worths bespoke solutions capacity

EQ opens high net-worths bespoke solutions capacity...

EQ Investors has opened its doors to high net-worth clients with the launch of a bespoke solutions capacity.

Published : 4, Aug 2015
Charles stanley mulls employee benefits mbo

Charles stanley mulls employee benefits mbo

Charles Stanley shares jumped almost 4% in afternoon trade on news it might sell its employee benefits division to current management.

Published : 20, Apr 2015
Experts divided on pensions advice

Experts divided on pensions advice

Advisers should tweak their mandates to capitalise on the wave of fresh money coming from lower net-worth individuals in the new pension environment, according to FEIFAs Paul Stanfield.

Published : 17, Apr 2015
fund manager interview phayre mudge

fund manager interview phayre mudge

Marcus Phayre-Mudge, head of property equities at F&C Investments explains why he is still uncomfortable investing in peripheral Europe

Published : 16, Jul 2014
Wealth Manager Awards 2014 winners

Wealth Manager Awards 2014 winners

Portfolio Adviser rewarded the UK's finest portfolio managers last night at its invitation-only Wealth Manager Awards held in London.

Published : 21, Jan 2014
How the low-risk pack fared

How the low-risk pack fared

Wealth managers are growing increasingly confident about the global recovery, so much so that they have been adding to equities and increasing cyclicality within their portfolios.

Published : 4, Dec 2013
 IT and redundancy costs weigh on Brewin profits

IT and redundancy costs weigh on Brewin profits...

The national wealth manager says office closures are likely a thing of the past and has vowed to look to the future by focusing on three core areas, in spite of multi-million pound redundancy and computer software costs pulling its pre-tax profit down.

Five clients you wish you had

Five clients you wish you had

From Saudi billionaires with a keen eye for spotting the next big investment, to up and coming musicians, we highlight five wealthy individuals from around the globe as the clients you wish you had!

Published : 29, Nov 2013

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