Wealth Management

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

Wealth Management

SLA's 1825 expands into Northern Ireland with seventh acquisition

Brings four financial planners to firm

clock 01 March 2019 • 1 min read

Wealth Management

SJP extends DFM proposition to Ireland with acquisition

Bought Dublin-based Harvest Financial Services

clock 28 February 2019 • 2 min read

Advisory

'Resilient' SJP to boost Asian offering as it posts £102bn AUM

Annual results show growth despite headwinds

clock 27 February 2019 • 2 min read

Advisory

Walker Crips pins bleak profit warning on Brexit fears

Full results are due in July

clock 27 February 2019 • 1 min read
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