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Wealth Management

  • Charles Stanley revenues on the rise at £46m

    July 12, 2021

    Investment management firm Charles Stanley (CAY) saw revenue, total funds under management and administration grow in the first quarter. The wealth-management services group said total funds under management and administration increased by almost 6 per cent to £27bn as of June 30, from £25.6bn at March 31. Total revenue for the quarter was up by 8 [...]

  • Soaring house prices and stock markets push wealth per adult to record £57,598

    June 22, 2021

    Despite the pandemic impact on economies around the world, global household wealth hit a new record last year, primarily due to soaring house prices and rebounding stock markets. The latest global wealth report by investment giant Credit Suisse showed today that wealth per adult rose 6 per cent last year, to hit a record £57,598. [...]

  • Canaccord Genuity UK records £30bn assets under management for the first time

    June 2, 2021

    Assets under management (AUM) at Canaccord Genuity has topped £30bn for the first time after a year of growth at the business. At 31 March 2021, the wealth manager in the UK and Europe had client assets of £30.2bn, an increase of a third from £22.7bn at the end of the 2020 financial year, and [...]

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