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November 6, 2020

Jelf founder establishes new wealth management fund

By Hannah Wright

Integrity365 announced the launch of its new wealth management firm this week, recording more than £320m ($417m) of funds under management since its inception.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

Led by Paul Jackson, chairman of Beavis Morgan, and Chris Jelf, founder of Jelf Group Insurance Brokers, the Bristol based firm was initially launched in Spring 2020.

The firm is funded by private investors and works to bring an independent holistic financial planning services to the market. It also welcomed MRIB as its founding acquisition on the 31 July 2020.

Jelf commented: “Building client trust and fostering long-term relationships with my clients has always been a priority for me. I am passionate about this and consider my partnership approach to working with clients a key differentiator.”

In light of growing evidence that high-quality financial advice is especially sought during periods of increased market volatility, Jelf explained: “I have been hearing loud and clear that people need a financial planning business that not only exhibits the highest standards of ethics and professionalism, but also delivers high quality advice they can truly value and trust. It therefore gives me great pleasure to see the momentum that has already been created around Integrity365, and experience the shared passion and drive for trusted partnerships – with clients, colleagues and aligned businesses – that has formed the cornerstones of this new and refreshingly client-centric business.”

In a statement from Integrity365, the company outlined its ambitions for the future, with “clear ambitions for new business growth, client retention and continued investment in recruitment, selectively considering acquisition opportunities, both businesses and teams – which enhance existing capabilities”.

MRIB Group has over 30 years’ experience of providing financial and insurance services to the High Wycombe area. The insurance arm of the MRIB Group was previously sold to firm Partners&.

Partners& shares its headquarters with Integrity365 and supports the firm’s clients with insurance relationships.

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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