Wealth management

4

How to… use the Enterprise Investment Scheme

Three experts discuss the opportunities and risks associated with this tax-efficient initiative How can advisers make the most of the opportunities offered by the Enterprise Investment Scheme? Deepbridge Capital partner Andrew Aldridge, Hambro Perks investment manager Nicholas Sharp and Enterprise Investment Scheme Association director general Mark Brownridge talk tax breaks and early-stage companies. What types […]

Handshake-Business-Finance-Deal-Corporate-700.jpg
2

True Potential sale talks heat up as major asset managers circle

Two major asset managers, Franklin Templeton and T Rowe Price, have been involved in talks to buy platform, fund management and advice business True Potential, Money Marketing understands. In September last year Sky News reported that True Potential could be valued up to £2bn. The company itself announced Perella Weinberg Partners had been appointed to […]

6

Benchmark Capital acquisition process under question over fund flow ‘assumptions’

Questions have been raised over Benchmark Capital’s acquisition process after it appears the group gave a potential acquisition target “assumptions” for flows going onto its platform and in to its funds. A document seen by Money Marketing, was initially given to an advice firm in sale talks with Benchmark Capital. It is a spreadsheet which […]

2

Rathbones loses sixth director to Close Bros in 18 months

Close Brothers Asset Management has hired its sixth director from Rathbones in 18 months, appointing investment director Andrew Hess to manage its bespoke service for high net worth clients. Hess (pictured) was at Rathbones for 18 years before becoming a managing director to CBAM’s bespoke investment management service. He has worked over 30 years in […]

3

How advisers invest: ‘We buy managers, not funds’

KW Wealth chief investment strategist Richard Stammers on retaining control of its investment management and involving clients in decision making Is your approach to investment management in-house, outsourced or a combination of both?We do it ourselves. We have two businesses – the wealth platform and the investment management business. Our view is that wealth management […]

Advice portal launched for wealth managers

Fintech provider Focus Solutions has launched focus:wealth which offers a customisable client portal to better manage the customer journey. Focus Solutions says the features of the focus:wealth system will create a more integrated and efficient way for wealth managers to engage, advise and retain clients. The functionality includes tools for managing interested party relationships, creating […]

3

Profile: Tilney boss on juggling financial planning and investment management

Tilney chief on providing financial planning while attracting investment management business from external advisers Nobody likes being the new kid at school – even those at the top. So, a year on from becoming chief executive of wealth manager Tilney, Chris Woodhouse is happy to be “part of the wallpaper”. His strategy has been clear […]

JP Morgan to set up Luxembourg wealth management unit in Brexit move

JP Morgan is to move some of its wealth management operations from London to Luxembourg ahead of the UK leaving the EU. According to the Financial Times, some investment banking and corporate banking operations will also move. The US firm plans to create a “significant” business in Luxembourg, according to the report, which will allow […]