PA ANALYSIS: FCA attack a sign of pain to come for wealth managers
When the FCA published terms of reference for its Market Study of Asset Management in 2015, wealth managers breathed a collective sigh of relief.
Wealth Management
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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.
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Brooks Macdonald’s profits boost as discretionary assets rise
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.
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UBS targets mass affluent market with new wealth platform
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.
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Succession completes takeovers following £25m funding
Wealth manager Succession Group has acquired IFA Chambers Group and financial planner Plan4Wealth for a total of £10m.
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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.
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PA Podcast: Post-crisis memory and asset allocation in a post-Trump world
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.
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PA Wealth Manager Awards 2017: The winners revealed
The UK’s top wealth managers were today crowned in our gala ceremony in London.
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Making the case for vertical integration in UK wealth management – Polin
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.
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Charles Stanley announces quadruple hire in private client unit
Charles Stanley has today announced the appointment of four directors to lead its newly-restructured private client investment team.
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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.
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Regulation, ISAs drive strong growth in SEI Wealth Platform flows
SEI’s UK private banking business reported a 30% jump in net flows through its wealth platform in 2015, the firm said on Thursday.
