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News Update

Lang cat reports platform assets continue to fall despite resilient flows from advisers UK wealth managers have enormous potential to offer crypto services following recent market turmoil, says Avaloq Wombat embarks on crowdfunding campaign as it scales up ahead of international expansion  InvestCloud supports Rabobank in launch of digital financial planning service   Progeny acquires Balmoral Asset Management to expand Scottish presence    Oxford Risk research predicts MENA investors to turn to mutual funds and ETFs  Pound lifted as Boris Johnson resigned, FTSE stays positive Research finds wealth managers face growing pressure from clients to advise on digital and crypto assets Novia reports strong growth in 2021 Evelyn Partners comments on ONS pension survey
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Gender inequality

How to tear down the glass ceiling

Kate Monserrate, Simplify Consulting

 

A new study by wealth and asset management specialist Simplify Consulting reveals that women in UK financial services continue to experience marked and regular gender discrimination. But there are ways to resolve this, as Simplify’s founder Kate Monserrate tells Harriet O’Brien.

12/08/2022
Company profile

Rix unveils three point plan for Canada Life growth path

Lindsey Rix, Canada Life

Rix unveils three point plan for Canada Life growth path

Lindsey Rix, the newly arrived CEO at Canada Life, has a three-point plan for taking the company forward.

By Beverly Chandler | 04/08/2022
In My Opinion

The UK’s new overseas entities register: Will the sledgehammer crack the nut?

John Binns, BCL Solicitors

The UK’s new overseas entities register: Will the sledgehammer crack the nut?

A new register for foreign companies that own land in the UK is the latest idea for tackling dirty money in the system. John Binns, partner in the financial crime team at BCL Solicitors LLP asks if it will work, and is it worth it?

 

09/08/2022
Interview

Markets may be volatile but there are grounds for optimism, says Kevin Boscher of Ravenscroft

Kevin Boscher, Ravenscroft

Markets may be volatile but there are grounds for optimism, says Kevin Boscher of Ravenscroft

Based in the Channel Islands, the UK mainland and the Isle of Man, Ravenscroft is an independently owned investment services group with GBP8.3 billion assets under management. Chief Investment Officer Kevin Boscher talks to Harriet O’Brien about the current market outlook.

29/07/2022
Wealth management

WH Ireland’s Bishop celebrates solid set of results

Michael Bishop, WH Ireland

WH Ireland’s Bishop celebrates solid set of results

Results from WH Ireland published this week showed the fee income for the wealth management division represents 85 per cent of the wealth management division’s income, which has GBP1.6 billion of assets under management, of which GBP1.02 billion are under discretionary management.

By Beverly Chandler | 27/07/2022
Survey

Just a quarter of those approaching retirement use, or plan to use, regulated financial advice

Adam Boulding, Dunstan Thomas

Just a quarter of those approaching retirement use, or plan to use, regulated financial advice

 

A new survey by Dunstan Thomas looks at baby boomers’ attitudes to retirement and pensions. Adrian Boulding, the company’s director of retirement strategy, comments on key findings to Harriet O’Brien.

22/07/2022
Interview

More than half of investors want ESG in their portfolios, reports Quilter

Andy Miller, Quilter

More than half of investors want ESG in their portfolios, reports Quilter

Data from Quilter’s new client profiler tool shows attitudes to responsible investing - Quilter’s Andy Miller details the findings to Harriet O’Brien

18/07/2022

Directory Listings

  • Dolfin
  • Akram | Assurance, Advisory & Tax Firm
  • Constellation Advisers LLC
  • Silver 8 Capital LLC
  • HedgePole
More Listings

Special Reports

Singapore Funds Services in Focus 2020
Singapore Fund Services in Focus 2020
Ireland Fund Services in Focus 2020
Ireland Fund Services in Focus 2020
MSCI Technological Transformation Report
Technological Transformation Market Insight Report
ESG ETF Investing 2019
ESG ETF Investing 2019
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Interview

Workiva survey reveals nearly two thirds of UK organisations feel underprepared for future ESG reporting mandates

Mandi McReynolds, Workiva

Workiva survey reveals nearly two thirds of UK organisations feel underprepared for future ESG reporting mandates

The reporting platform’s Head of Global ESG, Mandi McReynolds, talks to Harriet O’Brien about the new study

27/06/2022
In My Opinion

Fine wine investing during market volatility and uncertainty

Alexander Westgarth, Winecap

Fine wine investing during market volatility and uncertainty

 

Alexander Westgarth, CEO at WineCap writes that in recent years, fine wine investing has risen in prominence as an attractive facet of the alternative investment space.

01/07/2022
Acquisition news

Progeny announces international expansion with plans to acquire The Fry Group

Neil Moles, Progeny

Progeny announces international expansion with plans to acquire The Fry Group

Multi-disciplinary professional services firm, Progeny, has announced plans to acquire The Fry Group, marking its expansion into international markets.

By Beverly Chandler | 28/06/2022
Acquisition news

AssetCo buys SVM Asset Management

Martin Gilbert, AssetCo

AssetCo buys SVM Asset Management

Ambitious wealth management company, AssetCo, headed by industry veteran Martin Gilbert, is to buy SVM Asset Management Limited for GBP10.7 million.

By Beverly Chandler | 21/06/2022
In My Opinion

Revisiting the case for absolute return

Luke Hyde-Smith, Waverton

Revisiting the case for absolute return

Luke Hyde-Smith of Waverton writes that  absolute return funds seek to provide a positive nominal return for investors regardless of the underlying market conditions.

24/06/2022
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