Wealth firm Andrews Gwynne has branded demand for some bond products “mad” and a sign of how extreme markets have become.
Mattioli Woods' total revenue broke through the £50m mark in 2017, as the specialist wealth manager confirmed that M&A remains a "core part of its growth strategy."
Lombard Odier Private Bank has made two senior hires for its UK business following strong demand for wealth management services in London.
UK high street bank Lloyds, which owns Scottish Widows, may be about to announce a major push into pension and investment products as part of a three-year growth plan.
As St James’s Place Wealth suffers another week of grim headlines about its charges and advice model, is now the time for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader?
Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.
Asset and wealth managers are more upbeat about their prospects than other sectors of the financial services industry, but are lagging others technologically according to the CBI/PwC Financial Services Survey.
Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?
MetLife UK is closing its range of third-way "wealth management" retirement products to new business citing the ongoing low interest rate environment.
Santander has enhanced its wealth management capabilities by launching a private client offering.
Upcoming wealth transfer of £2.8trn from the older to younger generation will boost the UK economy by £677bn a year, according to research.
Former FCA technical specialist Rory Percival has warned UK risk-profiling tools are offering wildly disparate asset allocation advice.
When the FCA published terms of reference for its Market Study of Asset Management in 2015, wealth managers breathed a collective sigh of relief.
Growth of 5.1% in the assets controlled by wealth managers is expected this year in spite of predictions for an economic slowdown.
Brooks Macdonald saw a 19% growth in discretionary FUM, and a 49% rise in pre-tax profits for the second half of 2016; benefiting from renewed focus on services for HNW clients and changes to the pension landscape.
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.
Wealth manager Succession Group has acquired IFA Chambers Group and financial planner Plan4Wealth for a total of £10m.
Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.
Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.
Political talk has cast a shadow over biotech stock prices. And yet the sector has...