Wealth managers

Wealth managers

SJP 2020 inflows 8% lower than previous year but FUM hit fresh record

FUM of £129.3bn at end of year

clock 25 February 2021 • 2 min read

People moves

Ex-Aviva Investors fixed income head to lead Charles Stanley asset management activities

Dan James joins for newly-created role

clock 15 February 2021 • 1 min read

Funds

Brewin Dolphin total funds surpass pre-Covid highs

MPS funds grew to £4.9bn

clock 27 January 2021 • 1 min read

Wealth managers

Brown Shipley taps Julius Baer for new intermediary role

Philipp Iarmaltchouk joins as head of FIM UK

clock 18 January 2021 • 1 min read

Wealth managers

Mattioli Woods restarts employee bonus payments after 'decisive action' during pandemic

Client assets cross £10bn threshold

clock 07 January 2021 • 2 min read

Markets

IW Long Reads: The Reinvention Game - Why company rebranding has gone beyond giving logos a facelift

Companies now taking ethos and governance changes into account

clock 06 January 2021 • 7 min read

Wealth managers

Brooks Macdonald completes Lloyds' offshore wealth business acquisition

Deal announced back in June

clock 01 December 2020 • 1 min read

People moves

BNP Paribas WM names Shing as CIO

Replaces Florent Bronès

clock 16 November 2020 • 1 min read

People moves

Brewin Dolphin names new chair to replace Simon Miller

Toby Strauss to start new role next February

clock 10 November 2020 • 1 min read

Wealth managers

Charles Stanley sees revenues drop amid 'difficult times'

CEO says business remains resilient

clock 15 October 2020 • 1 min read
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