Wealth managers

Wealth managers are expanding range of investment strategies with a focus on ESG

ESG

Wealth managers are expanding range of investment strategies with a focus on ESG

Wealth Manager Investment Survey by bfinance

clock 31 August 2021 • 4 min read

Wealth managers

Wealth manager Dolfin Financial collapses after FCA probe

Smith & Williamson appointed as special administrator

clock 02 July 2021 • 1 min read

Wealth managers

Quilter to make hundreds of redundancies in move to cut costs - reports

Quilter is set to make hundreds of its staff redundant in the coming months as the wealth manager tries to bring down costs, CityAM has reported.

clock 18 June 2021 • 2 min read

Wealth managers

DFM assets keep rising in Q1 amid a shift to active

Q4 2020 saw 11% rise in assets

clock 17 June 2021 • 2 min read

People moves

Caroline Connellan departs Brooks Macdonald to lead SLA's personal wealth arm

Brooks Macdonald names Andrew Shepherd as successor

clock 17 May 2021 • 3 min read

People moves

Cornelian's Neilson joins Edinburgh-based Aubrey's private client team

Follows 2020 hire of Jon Gumpel

clock 10 May 2021 • 1 min read

UK

Mirabaud appoints Stuart Bates as wealth management CEO in UK push

Credit Suisse and Julius Baer veteran

clock 06 May 2021 • 1 min read

Wealth Management

Dominic Johnson: Somerset Capital became 'a nicer place to work during the crisis'

Remote working and constant contact worked wonders

clock 06 April 2021 • 8 min read

People moves

Aviva Investors appoints from ASI for new UK head of wealth role

Talvinder Mann to join

clock 22 March 2021 • 1 min read

People moves

EY Brexit tracker finds FS firms continue to migrate staff and assets to other European cities

Dublin and Luxembourg top choices for office moves

clock 02 March 2021 • 2 min read
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