Wealth managers

State Street disavows claims of asset management sale - reports

Investment

State Street disavows claims of asset management sale - reports

Sparked by Invesco rumours

clock 22 October 2021 • 1 min read
St James's Place AUM up 25% year-on-year

Investment

St James's Place AUM up 25% year-on-year

Improving consumer confidence fuelled net inflows

clock 21 October 2021 • 1 min read
Industry questions 'unusual' departure of Charles Randell from FCA

Regulation

Industry questions 'unusual' departure of Charles Randell from FCA

Staff morale low at FCA

clock 18 October 2021 • 3 min read
Royal London partners with Square Mile to educate on responsible investment

UK

Royal London partners with Square Mile to educate on responsible investment

The companies hope to ‘cut through jargon’

clock 15 October 2021 • 1 min read
AIC: Keep private investors away from LTAF to prevent Woodford 2.0

Regulation

AIC: Keep private investors away from LTAF to prevent Woodford 2.0

77% of Woodford investors have less faith in industry

clock 13 October 2021 • 2 min read
Mattioli Woods completes Ludlow acquisition after short delay

Wealth managers

Mattioli Woods completes Ludlow acquisition after short delay

Mattioli Woods has completed the acquisition of Ludlow Wealth Management, subject to regulatory approval, after extending the long stop date of the share price agreement by a month on 1 September.

clock 06 September 2021 • 1 min read

Wealth managers

True Potential eyes $2bn SPAC - reports

Wealth manager also considering sale

clock 18 June 2021 • 1 min read

Industry

IW Long Reads: Up in the clouds? How vertically integrated firms are shaping up in 2021

Are wealth managers offering financial advice going to become the norm?

clock 20 January 2021 • 6 min read

Wealth managers

Schroders Personal Wealth CEO to step down

Peter Hetherington to pursue 'prospective opportunities'

clock 18 June 2020 • 1 min read

Wealth managers

Kingswood acquires Californian wealth management firm to increase US footprint

Will lead to £1.6bn enterprise in US

clock 05 May 2020 • 2 min read
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