Ambitious wealth management company, AssetCo, headed by industry veteran Martin Gilbert, is to buy SVM Asset Management Limited for GBP10.7 million.
Julius Baer has released the third edition of the Global Wealth and Lifestyle Report, which takes a basket of consumer goods and services that reflect the spending patterns of high-net-worth individuals and analyses their prices in 24 key cities around the world.
Almost a third of people, surveyed between April 2018 and March 2020, did not expect to have any pension provision beyond the state pension when they retire, according to a report from the ONS.
Capgemini’s World Wealth Report (WWR), published today, reveals the global High Net Worth Individual (HNWI) population grew 7.8 per cent and their wealth grew 8 per cent in 2021 owing to recovering economies being boosted by the stock market.
The Wealth Adviser awards were last held in 2019 and, due to the pandemic, have only just returned this year, with their 12th iteration.
Bordier UK | Best Private Client Investment Manager | Best Wealth Manager – Balanced Portfolio
Q&A with Jamie MacLeod, CEO of Bordier UK
Octopus Investments | Best Investment Product Provider | Best Wealth Manager – Alternative Investments
Founded in 2000, Octopus Group has seen rapid growth in recent years and now has assets of GBP12.5 billion.
WH Ireland | Best Domestic Clients’ Team
Q&A with Michael Bishop, Head of Wealth Management at WH Ireland
Michael Butler, partner at ECI, talks to Harriet O’Brien about the value of developing a unique selling proposition
New research from Quilter Financial Planning’s behavioural consultancy has found that 77 per cent of female paraplanners do not want to become financial advisers compared to just 38 per cent of male paraplanners.