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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

Five expert views on the weeks ahead

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...

Published : 6, Nov 2015
C. Hoare & Co names successor to departing CIO Cavaye

C. Hoare & Co names successor to departing CIO...

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.

Published : 13, Oct 2015
Early morning calls and trading the extremes

Early morning calls and trading the extremes

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.

Published : 13, Oct 2015
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
Eight in 10 IFAs say yield of 4%-plus is unsustainable

Eight in 10 IFAs say yield of 4%-plus is unsustainable...

Eight in 10 intemediaries view investments that promise an income yield of more than 4% as unsustainable, an Aviva Investors study has revealed.

Published : 22, Sep 2015
Investec 'well-placed' despite warning of further market headwinds

Investec 'well-placed' despite warning of further...

Investec’s UK specialist banking arm is expected to report numbers significantly ahead of the previous year, the firm said at its pre-close briefing on Thursday. But, it warned currency and equity volatility are liable to provide headwinds to its wealth and asset management businesses.

Published : 17, Sep 2015

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PA ANALYSIS: The battle for financial services as Brexit gets real
PA ANALYSIS: The battle...

Remembered as England’s “largest and bloodiest” encounter,...

Five funds to hold alongside Woodford
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Woodford’s flagship fund finds footing; smashes £10bn mark
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Neil Woodford’s flagship fund found its footing in...

Morningstar downgrades Jupiter fund, due to “extreme underperformance”
Morningstar downgrades...

Morningstar analysts demoted Jupiter’s UK Growth fund,...

Inflation reaches 2.3% - highest level since 2013
Inflation reaches 2.3%...

February saw UK headline CPI rise to 2.3% - its highest...

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