Wealth Management

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

People moves

Beaufort promotes Balkham to CIO

Clarke replacing Balkham

clock 22 February 2019 • 1 min read

Industry

Schroders and Lloyds unveil Schroders Personal Wealth

New financial planning business to open in second half of 2019

clock 20 February 2019 • 1 min read

Wealth Management

MP John Glen: 'Focus on action to drive diversity change'

To improve inclusivity

clock 06 February 2019 • 2 min read
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