We provide a range wealth management services, including financial planning and investment management for individuals and institutions.
We provide a range wealth management services, including financial planning and investment management for individuals and institutions.
At Saltus, we provide a range of wealth management services to individuals and institutions. Our financial planners will support you in the complexities of pensions and tax planning, while Saltus Asset Management can provide institutional calibre fund management in order to achieve optimal risk adjusted...
One of the largest IFA firms in the UK, Ascot Lloyd has £10 billion ($11.78 billion) funds under influence as of 31 December 2021. The group provides financial planning, wealth management and corporate benefit solutions through more than 130 IFAs serving more than 22,000 core clients. Asc...
Global private equity houseWarburg Pincushas jumped into the merger of UK-based wealth management firmsTilneyandSmith & Williamson, investing into the new entity and significantly cutting its debt burden. Under the agreement, the combined organisation will be known as Tilney Smith & Williamson. Fund...
The move follows a number of cases where US private equity money is being used to invest in wealth management firms on the European side of the pond. UK-basedTitan Wealth Holdingshas announced a new investment this week fromParthenon Capital, a US-based private equity firm, subject to approva...
WAMapps is a single, secure platform that enhances risk management across audit, reporting and tax for asset management and wealth management firms. It leads to sharper insights, more flexible reporting and smoother workflows. Read more EY Cloud Data IQ ...
As a result, banks spend a lot of money on regulatory technology to ensure that their onboarding, KYC and anti-money laundering procedures are rigorous and fit for purpose. But many wealth management firms are still over-reliant on manual compliance checks for processes such as KYC and anti-...
In the sector that we operate in it has mostly been evidence gathering exercise for a culture and understanding that already existed in the fraternity of high quality holistic wealth management firms. However on the outskirts of the wealth management industry there are still issues that arise, and...
We continue our coverage of wealth management firms’ UK regional strategies. For this article, we spoke to HSBC Private Bank, Tilney Smith & Williamson, Rothschild, and Brown Shipley about their UK footprint and focus. London and the South East have always been a magnet for wealth in the ...