Wealth managers

Regulation

FAMR: Call for change to 'regulated advice' definition

FCA announced review last August

clock 14 March 2016 • 5 min read

UK

Peaks and troughs: How did asset managers perform in 2015?

Tough period for financial firms

clock 18 January 2016 • 1 min read

Wealth managers

FCA finds 60% of wealth managers' portfolios close to unsuitable

'Substantial' improvements needed

clock 09 December 2015 • 2 min read

Regulation

SJP to exit Investment Association amid trade body cull

Not providing value for money

clock 08 December 2015 • 1 min read

Wealth managers

Tilney Bestinvest accelerates financial planning push with acquisition

Wealth manager agrees to buy Midlands firm

clock 26 August 2015 •

Wealth managers

Govt and FCA launch major review of financial advice market

A major review into consumer access to the financial advice market has been launched by HM Treasury and the Financial Conduct Authority (FCA).

clock 03 August 2015 • 3 min read

Wealth managers

Charles Stanley FUM rises 3% as suitability review concludes

Charles Stanley saw total funds under management and administration increase from £20.1bn to £20.8bn for the year to the end of June.

clock 31 July 2015 • 2 min read

Wealth managers

Hargreaves to acquire £370m JPMAM client bank

Hargreaves Lansdown has agreed to acquire £370m of assets from J.P. Morgan Asset Management for an undisclosed amount, as the latter ceases to offer certain direct investments to individual clients.

clock 30 June 2015 •

Wealth Management

Wealth managers to be biggest beneficiaries of rate hike - Liberum

UK wealth management firms would see more benefit from an interest rate rise than any other companies in the financial sector, according to research from Liberum Capital.

clock 25 June 2015 • 2 min read

Wealth managers

Consolidation game: Is wealth M&A set to accelerate further?

Bulking up and diversifying out

clock 25 June 2015 • 3 min read
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