Wealth Management

Wealth Management

Consolidator Harwood WM has eight more acquisitions in its sights

£4m war chest

clock 24 January 2019 • 1 min read

People moves

Stonehage Fleming appoints Boswell as director

Joins from Handelsbanken

clock 17 January 2019 • 1 min read

Industry

Sanlam UK expands with Astute Wealth Management acquisition

Deepens offering in North West

clock 07 January 2019 • 1 min read

Regulation

FCA bans Vanguard consultant over conflict of interests

Ex-Standard life manager Angela Burns

clock 14 December 2018 • 2 min read

Wealth Management

Compeer: Wealth management assets near £1trn after slow start to the year

Saw slower revenue and profits

clock 13 December 2018 • 1 min read

Wealth Management

Report: The impact of discretionary fund management on advisers revealed

Key findings from Rathbones' report

clock 11 December 2018 • 1 min read

Wealth Management

Apollo merges with financial planner as firm appoints new chairman

Creates a firm with £450m AUM

clock 10 December 2018 • 1 min read

Investment

Generation X: The 'huge' investment gap between men and women

£15bn investment gap

clock 10 December 2018 • 2 min read

Regulation

CGWM CEO Esfandi: 2019 will 'sort the strong from the weak' in wealth management

Bearish outlook will push some players out of the market

clock 27 November 2018 • 3 min read

Wealth Management

iFunds launches SRI model portfolio range

Four portfolios

clock 22 November 2018 • 1 min read
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