Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
wealth managers
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Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
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Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
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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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St. James’s Place begins £32.9m share buyback programme
Buybacks to complete by end of year
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Platform software firm Bravura returns to profit
The firm supplies UK investment platforms including Fidelity International’s
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Evelyn Partners assets hit £62bn as it books £500m net inflow
Adjusted earnings up 18.3% to to £103.9m
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Quilter adds four more firms to advice network
Dundee-based Andy Caterer Wealth Management among the new firms
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Wealth managers increasingly convinced Bitcoin will top $100k
Wealth managers and institutional investors managing $1.7trn quizzed
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7IM adds quantitative strategist to investment team
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
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Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less