Brooks Macdonald International sale completes
Sale to Canaccord Genuity allows Brooks to focus on growing its core UK business ‘organically and through targeted M&A’
Wealth Management
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Brown Shipley: British HNWs investing more in markets and less in property
Survey of 4,000 high-net-worth UK adults found that 35% attribute their wealth to investment performance
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FCA to widen wealth manager and retail access to bonds
Proposals aim to reduce costs and barriers for companies raising capital, while improving opportunities for retail investors
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PIMCO builds out wealth management team with RLAM and Quilter hires
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
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What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
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PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
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Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Canaccord Genuity completes acquisition of Cantab Asset Management
Investment professionals and support staff at Cantab will keep existing roles
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GraniteShares: 85% of wealth managers say FTSE 100 will close higher this year than 2023
Nearly half of wealth managers report 25% to 50% of client investments this year were into UK stocks
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AIC: More wealth managers willing to go off buy list for investment trusts
Discounts cited by over 80% as reason to buy
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Brooks Macdonald sells international arm to CGWM as it seeks to simplify business
‘We are redefining our strategy to reignite growth’, incoming CEO Andrea Montague said in the firm’s annual results