TIME Investments, a specialist in managing real assets and sustainable investments, has adds one of the UK’s largest privately owned forests, Barracks Forest in Perthshire, Scotland, to its existing portfolio of forestry investments.
A recent report from Canada Life suggests that one in ten employees in the UK have frozen their pension contributions during the Covid-19 pandemic potentially reducing their future pension savings by thousands of pounds.
PIMFA, the trade association for the wealth management and financial advice industry, in partnership with Morningstar, a leading provider of independent investment research, is delighted to announce the launch of its ESG Academy, an online training platform for financial advisers to equip them to advise their clients about ESG investing.
Analysis by Quilter indicates that the proportion of parents investing in the stock market when setting money aside on behalf of children has dropped dramatically since the switch from Child Trust Funds (CTF) to Junior ISAs (JISA).
The global wealth market will decline by 7 per cent in 2020 due to the coronavirus, but will increase by USD7 trillion during the following year, according to a new report from ResearchAndMarkets.com.
Each year, millions of pounds of hard-earned pension savings are stolen by scammers. Since 2017, a total of GBP30,857,329 has been lost to such scams, but this could be just the tip of the iceberg given many victims are unaware they have fallen victim to a fraud.
Close Brothers Asset Management (CBAM) has appointed James Ballinger as Practice Director of its London advice team, to further support the growth of its wealth management offering for high net worth clients.
Insurance and financial services company Nationwide has partnered with SS&C to support and enhance its adviser-sold retirement plan platform.
Advisor Group, a network of independent wealth management firms, and network member firm FSC Securities, has recruited two independent financial professional businesses with a total of USD105 million in client assets. In addition to FSC Securities, Advisor Group also includes KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial.
International wealth manager Nedbank Private Wealth has appointed Chris Kirk to lead its growing risk team. The move forms part of a planned restructure of the risk and compliance teams and Chris is based in the company’s Isle of Man office.