Wealth Adviser Newsletter

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NEWSLETTER | 19 Jun 2020

Our big news this week is the launch of a new wealth manager brand, Bowmore Wealth Group, a small company with big ambitions.

Comprising Bowmore Financial Planning, formerly The Citimark Partnership, and Bowmore Asset Management, the new group currently employs over 25 staff working across financial planning and asset management, with over GBP350 million of assets under advice, but has designs on growing the business to over GBP1 billion in the next four to five years. And as father and son team Mark and Charles Incledon tell Beverly Chandler, maintaining the personal touch that clients have come to expect will remain a priority.

Also this week, we look at new research from BackBay Communications which highlights an increase in the use of marketing and public relations efforts by family offices as they look to differentiate their offerings and build awareness of their individual investments objectives.

Alternative investment opportunities meanwhile, are catching the eye of HNW investors amid the economic fallout from the coronavirus crisis, according to Connection Capital. The results of the firm’s latest survey reveal that 80 per cent of respondents are considering new alternative asset investments this year, with forty per cent saying they are ready to invest immediately.

“They have lived through economic crises before and seen first-hand that some excellent investment opportunities can emerge in the aftermath and that some investment strategies become more attractive,” says Connection Capital Managing Partner Claire Madden. “They don’t want to miss out.”

Wealth Adviser

Companies in this issue
BackBay Communications
Bowmore Wealth Group
Connection Capital
Direxion
Franklin Templeton
HSBC GAM
Leverage Shares
Principal Global Investors
Ossiam
TIME Investments
Waverton Investment Management

Challenger wealth firm Bowmore has big ambitions

Thu | 18 Jun 2020, 16:59

This week has seen the launch of a new challenger wealth manager brand, Bowmore Wealth Group, which comprises Bowmore Financial Planning, formerly The Citimark Partnership, and Bowmore Asset Management.

Thu | 18 Jun 2020, 16:59

A new study by BackBay Communications has found that while family offices remain more discreet in their public-facing activities than traditional asset management firms, many leading family offices have begun to leverage marketing and public relations to create differentiation and build awareness in support of their investment and impact objectives.

Thu | 18 Jun 2020, 16:59

High Net Worth private investors are preparing to seize alternative asset investment opportunities this year amid the economic fallout from Covid-19, as alternatives remain a vital portfolio diversifier, according to research by Connection Capital, the specialist private client investment business.

Thu | 18 Jun 2020, 16:59

New research from TIME Investments reveals that the majority (92 per cent) of financial advisers and wealth managers have seen an increase in demand from their clients for investments which have a positive impact on society, the environment and provide economic benefits.

Thu | 18 Jun 2020, 16:59

Research conducted for HSBC Global Asset Management by YouGov shows that people in the UK regard companies associated with being more environmentally friendly as being the most attractive long term investments. The online study asked a range of questions on the topic of environmental, social and governance (ESG) across over 2000 UK adults.

Thu | 18 Jun 2020, 16:59

Waverton Investment Management has launched its new Enhanced Responsible Investment Service (ERIS), aimed at those clients who would like an additional ethical, environmental or social overlay enabling them to include or exclude certain themes and product involvement areas in their portfolio to reflect their specific personal values.