A new study sees family offices getting into bond markets but at the cost of another type of bond.

Wealth manager and Financial Planner Mattioli Woods said pretax profits leapt 48% to £11.9m in the year to 31 May as it continued on its acquisition path. The London-listed firm said revenue climbed to £111.2m, up 2.8%. It said business development initiatives resulted in a 15% rise in the value of new clients. New business […]

Experts dish on the do’s and don’ts of acquisition at the second annual Future Proof conference

Chartered Planner firm MD Anthony Hoskisson has overcome two knee replacements to organise and take part in a charity bicycle ride he organised to raise money for local underprivileged young people. Mr Hoskisson, who heads Blackpool-based Financial Planning firm Questa, and 30 supporters raised £8,000 for local youth charity Boathouse with the 40-mile ride. {loadposition […]

A search led by a former AssetMark CEO ends with Wolfsen taking over in October as founder Eric Clarke transitions to a leadership support role.

The move comes as the Swiss banking giant continues to push its wealth management ambitions in the U.S.

Whether they call it “dough,” “gold” or “funny paper,” rock stars have been singing about money since the 1950s. Here’s a playlist of wealth-related hits.

I’m not a fan of crypto investing. It’s possibly one of the nastiest and least useful new investment sectors of the last 10 years, if you can call it an investment sector. Yes I know a few people have made a few quid – mostly through getting some very risky bets right – but most […]

  The FCA is to press ahead with tough new rules on cryptoasset product marketing from 8 October but will soften some of its deadlines. The new rules are designed to make the marketing of cryptoasset products “clearer and more accurate,” the FCA said. The rules will ban incentives such as ‘refer a friend’ bonuses […]

The 35-year-industry veteran is stepping out of retirement and into a new role for the cloud-native wealthtech