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Lombard Odier's Monier on taking a bolder approach to risk

Lombard Odier's Monier on taking a bolder approach...

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.

Published : 14, Jul 2017
Upbeat asset and wealth managers behind the times on AI

Upbeat asset and wealth managers behind the times...

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.

Published : 11, Jul 2017
PA ANALYSIS: Will wealth managers avoid scrutiny on charges?

PA ANALYSIS: Will wealth managers avoid scrutiny...

Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?

Published : 11, Jul 2017
MetLife closes wealth management arm to new business

MetLife closes wealth management arm to new business...

MetLife UK is closing its range of third-way "wealth management" retirement products to new business citing the ongoing low interest rate environment.

Published : 7, Jul 2017
Santander unveils private client business

Santander unveils private client business

Santander has enhanced its wealth management capabilities by launching a private client offering.

Published : 20, Jun 2017
Tidal wave of wealth transfer ‘to boost economy by £677bn a year’

Tidal wave of wealth transfer ‘to boost economy...

Upcoming wealth transfer of £2.8trn from the older to younger generation will boost the UK economy by £677bn a year, according to research.

Published : 19, Jun 2017
FCA alumnus Percival hits out at flawed risk tools

FCA alumnus Percival hits out at flawed risk tools...

Former FCA technical specialist Rory Percival has warned UK risk-profiling tools are offering wildly disparate asset allocation advice.

Published : 9, May 2017
PA ANALYSIS: FCA attack a sign of pain to come for wealth managers

PA ANALYSIS: FCA attack a sign of pain to come...

When the FCA published terms of reference for its Market Study of Asset Management in 2015, wealth managers breathed a collective sigh of relief.

Published : 18, Apr 2017
Weath manager AUM growth to defy slowing economy

Weath manager AUM growth to defy slowing economy...

Growth of 5.1% in the assets controlled by wealth managers is expected this year in spite of predictions for an economic slowdown.

Published : 29, Mar 2017
Brooks Macdonald's profits boost as discretionary assets rise

Brooks Macdonald's profits boost as discretionary...

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.

Published : 15, Mar 2017
UBS targets mass affluent market with new wealth platform

UBS targets mass affluent market with new wealth...

UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.

Published : 7, Mar 2017
Succession completes takeovers following £25m funding

Succession completes takeovers following £25m...

Wealth manager Succession Group has acquired IFA Chambers Group and financial planner Plan4Wealth for a total of £10m.

Published : 3, Mar 2017
PA Podcast: Why Trump is right about dollar strength

PA Podcast: Why Trump is right about dollar strength...

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.

Published : 23, Feb 2017
PA Podcast: Post-crisis memory and asset allocation in a post-Trump world

PA Podcast: Post-crisis memory and asset allocation...

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.

Published : 16, Feb 2017
PA Wealth Manager Awards 2017: The winners revealed

PA Wealth Manager Awards 2017: The winners revealed...

The UK’s top wealth managers were today crowned in our gala ceremony in London.

Published : 26, Jan 2017
Making the case for vertical integration in UK wealth management - Polin

Making the case for vertical integration in UK...

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.

Published : 26, Jan 2017
Charles Stanley announces quadruple hire in private client unit

Charles Stanley announces quadruple hire in private...

Charles Stanley has today announced the appointment of four directors to lead its newly-restructured private client investment team.

Published : 7, Dec 2016
PA Podcast: Time to recalibrate the client conversation

PA Podcast: Time to recalibrate the client conversation...

Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.

Published : 20, Oct 2016
Regulation, ISAs drive strong growth in SEI Wealth Platform flows

Regulation, ISAs drive strong growth in SEI Wealth...

SEI’s UK private banking business reported a 30% jump in net flows through its wealth platform in 2015, the firm said on Thursday.

Published : 10, Mar 2016
Davy acquires PFC

Davy acquires PFC

Davy Private Clients UK has acquired Pension & Financial Consultants Limited (PFC), a wealth management firm in Northern Ireland.

Published : 30, Nov 2015

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