PA ANALYSIS: Volatility, reputation and the rise of the boutique
The launch of Brighton Capital Management earlier this month has put the spotlight once again on the ongoing tug-of-war between boutiques and behemoths.
Wealth Management
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Wealth managers underestimating HNWI appetite for robo-advice
Wealth managers are significantly underestimating the propensity of ultra high net worth individuals to make use of automated advice services, the World Wealth Report 2015 shows.
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How to move from fund to wealth management
Jumping from long-only fund management to private client wealth management is not for the fainthearted but Cornelian’s Hector Kilpatrick relishes the adaptability such role provides.
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IFA use of DFMs to grow, but quality of service paramount – Investec
A significant majority of advisers expect the demand for bespoke discretionary fund management services to rise in the next few years, but only those that offer high levels of service quality are likely to survive, research by Investec Wealth and Investment shows.
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Bellpenny scores another acquisition double
Bellpenny has scored another IFA acquisition double with the purchase of TJFS and TOR.
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Most advisers prefer a successor to a sale on retirement -Russell
Financial advisers would prefer to find a successor that can take on their business when they retire, rather than pursue a sale, new research from Russell Investments suggests.
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Hawskmoor targets South West dominance as Taunton office opens
Hawksmoor has set its sights on being the “biggest South West investment manager” with a triple recruitment for a new Taunton office.
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TMI set sights on ‘Northern Powerhouse’
Thomas Miller Investment is setting its sights on the ‘Northern Powerhouse’ following the establishment of a Birmingham foothold.
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Trade groups welcome ‘crucial’ european capital markets union
European financial trade bodies have unanimously welcomed in the European Commission’s green paper on creating a Capital Markets Union, describing it as an opportunity to support the industry’s “sustainable economic growth and long-term financing”
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Robo-advisers will struggle to make profit, says Morningstar
Robo-advisory firms will have to eat through all of the capital they raised in order to reach a profitable scale, according to fund research firm Morningstar.
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Pa analysis: harwood/wellian tie up a sign of things to come
Harwood Capital’s acquisition of Wellian Investment Solutions is by no means on a par with the Old Mutual’s acquisition of Quilter Cheviot. Nor is it of a size similar to Towry’s purchase for £97m of AIM-listed Ashcourt Rowan. But, what the deal lacks in size, it could well make up for in intent and symbolism.
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Clearing the active passive fog around increasingly blurred lines
Post-RDR, the passive and active camps have both moved on, with debates around active share, index biases and cost all coming to the fore in the spirit of innovation.
