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.
Wealth Management
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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.
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Davy acquires PFC
Davy Private Clients UK has acquired Pension & Financial Consultants Limited (PFC), a wealth management firm in Northern Ireland.
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C. Hoare & Co names successor to departing CIO Cavaye
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.
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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.
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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.
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Bellpenny to shift M&A focus following acquisition double
Bellpenny is to set its sights on larger targets following a double M&A deal worth a combined £150m.
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Arbuthnot Latham seeks further strengthening of Manchester base
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.
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Rowan Dartington takes base count to 10 with Birmingham branch
Rowan Dartington has taken its UK base count to 10 with the opening of a Birmingham branch.
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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.
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Investec ‘well-placed’ despite warning of further market headwinds
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.
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Two-thirds of wealth managers have £500,000 minimum – survey
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
