Wealth Management

Wealth Management

Three top Charles Stanley executives' jobs at risk amid major restructure

Wheatley, Aldous and Teper's roles in danger

clock 09 May 2019 • 1 min read

Industry

Update: Canaccord Genuity completes £28m Thomas Miller WM acquisition

Deal announced in March

clock 02 May 2019 • 1 min read

People moves

Hawksmoor appoints Sarah Soar from JM Finn as new CEO

Founder Crowley stepping down

clock 01 May 2019 • 2 min read

Regulation

FCA seeks feedback on whether RDR and FAMR caused 'unintended harm' to consumers

Review delayed two years

clock 01 May 2019 • 7 min read

Asset Managers

Sanlam UK buys Thesis AM in 'milestone' for wealth management business

Thesis to move under Sanlam brand

clock 24 April 2019 • 3 min read

Advisory

Former clients 'lose faith' in SJP after income payment error

£8,000 in compensation - FOS

clock 23 April 2019 • 3 min read

Advisory

Tatton IM grows assets by 25%

But consultancy services unit 'disappoints'

clock 16 April 2019 • 1 min read

Wealth Management

Brewin Dolphin commits £35m to overhaul settlements technology

'Enrich client proposition'

clock 09 April 2019 • 1 min read

Wealth Management

Nutmeg to raise more money through crowdfunding platform

Already raised £116m

clock 27 March 2019 • 1 min read

Advisory

SimplyBiz acquires Defaqto for £74m

'Will remain an independent business'

clock 20 March 2019 • 1 min read
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