News
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IFAs might be underestimating appetite for investments that balance growth and positive environmental impact
Almost half of British adults want their IFA to recommend products that balance growth and positive impact on the environment, compared with…
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deVere CEO acquires UAE wealth adviser
Nigel Green, the CEO of independent financial advisory firm deVere Group, has acquired Credence International, a UAE-based wealth management and advisory company.…
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Fairstone completes acquisition of Pensions and Wealth Management Services
Chartered financial planning firm Fairstone has completed the acquisition of Pensions and Wealth Management Services. The acquisition was part of Fairstone’s proprietary…
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Over €80bn languishing in sub-scale investment funds
European asset managers are leaving open a large number of funds, which are lying dormant and delivering poor investor outcomes. So says…
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City investment veteran Richard Jeffrey to chair Kingswood Investment Committee
City investment veteran Richard Jeffrey is joining Kingswood, the listed UK based wealth manager, as Chairman of the Investment Committee where he…
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Do star fund managers really make a difference?
Recent research has shown that star fund managers really do make a difference. Data from a Willis Owen analysis of 15 investment funds…
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Albemarle Street merges with Atlantic House Fund Management
Albemarle Street Partners, the specialist advice and investment management consultancy for advisers, has merged with Atlantic House Fund Management. Albemarle said the merger…
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Foster Denovo Group acquires Orchard Wealth Cultivation
The Foster Denovo Group, a financial advisory business, has acquired Orchard Wealth Cultivation. Orchard is a family run financial planning firm based…
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deVere acquires UAE-based wealth adviser Prosperity
Independent financial advisory organisation de Vere Group has acquired Prosperity, a UAE-based wealth adviser. The value of the deal was not disclosed.…
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Fairstone sees client base rise to 51,000
Chartered financial planning firm Fairstone has seen its client base rise to 51,000 – a 25% increase on the previous year. The figures…
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