Wealth Management

Regulation

'Unnecessary burden': Advisers cast doubt on MiFID II effectiveness

'More of a challenge than Brexit'

clock 02 October 2018 • 1 min read

Wealth Management

Charles Stanley Direct hikes platform fee to cope with pace of digital change

Rise to come in next month

clock 13 August 2018 • 3 min read

Advisory

Investment Quorum's Petronella West becomes CEO after MBO: Robertson steps down

'Fantastic ambassador'

clock 09 August 2018 • 3 min read

Advisory

Mattioli Woods acquires Midlands financial planning firm for £4m

£120m assets under advice

clock 09 August 2018 • 1 min read

Wealth Management

Coutts' Syed: Those not looking at blockchain are burying their heads in the sand

Too much fragmentation in wealth management

clock 06 August 2018 • 2 min read

People moves

Brewin Dolphin opens second London office as part of South East expansion

30th office nationwide

clock 02 August 2018 • 2 min read

Wealth Management

SJP appoints Redington co-founder Gardner as director of investment management as Lamb retires

Strong H1 results

clock 31 July 2018 • 5 min read

Advisory

Bearish bonds: Are rising yields a thing of the past?

Partner Insight: For many investors, bonds represent only a 'safe haven' or 'low yielding' type of investment. But not all bonds represent safety, and there are many types of bonds that are able to provide a steady or high yield in all sorts of interest...

clock 30 July 2018 • 2 min read

Investment

Brooks Macdonald sees discretionary FUM reach record £12.4bn

Up 18.7% over the year

clock 26 July 2018 • 1 min read

Industry

Brewins reports record quarterly income levels

Strong discretionary funds inflows

clock 24 July 2018 • 1 min read
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