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.
The UK’s top wealth managers were today crowned in our gala ceremony in London.
Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.
Charles Stanley has today announced the appointment of four directors to lead its newly-restructured private client investment team.
Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.
SEI’s UK private banking business reported a 30% jump in net flows through its wealth platform in 2015, the firm said on Thursday.
Davy Private Clients UK has acquired Pension & Financial Consultants Limited (PFC), a wealth management firm in Northern Ireland.
Five experts looked at what is going to be top of the investment agenda in the weeks ahead on behalf of Findawealthmanager.com. With ongoing worries about US economic data and an impending rate hike from the Fed among the topics covered, it seems there is plenty to keep an eye on...
C. Hoare & Co’s head of research Robert Jeffree is to take over as the firm’s chief investment officer, following the departure of David Cavaye after 15 years.
Putting transparency first and focusing on the long term has served Vestra Wealth well, and in the low-return world to come, it is likely to continue to do so.
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.
Bellpenny is to set its sights on larger targets following a double M&A deal worth a combined £150m.
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.