New wealth management firm launched by ex-RBC senior employees
Which aims to address the HNW advice gap
Wealth Management
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New UK wealth manager launches with first acquisition
Creating a regional hub in the north of England
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Wealth managers and advisers are increasing clients’ exposure to overseas assets
As 96% plan to invest in analytical tools to help predict and understand performance of key asset classes
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Wealth managers urged to meet women clients priorities in MENA region
With women increasingly influencing family office in the region
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European WMs stumped by Mifid directives in sustainability assessments
It is ‘concerning just how many wealth managers still aren’t up to speed’
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UK wealth manager launches franchise-style model
It will complement the existing business
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Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
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Barclays combines UK wealth and private banking businesses
To improve customer and client experience
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16% surge in UK financial services M&A deals
160 were made in the first half of 2023
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16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years
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96% of UK-based wealth managers expect fine wine investing to increase
It is the leading ‘passion asset’ ahead of watches and luxury handbags
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UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019