Wealth Management
UBS Wealth shuns Brexit uncertainty with plans for flagship Edinburgh office
Plans to double employees in Scotland
AJ Bell slashes fees on Managed Portfolio Service
Costs cut by 40%
Ascot Lloyd appoints Graham Bentley as investment committee chairman
Replaces former OMGI bond fund manager Stewart Cowley
FE Invest could extend model portfolio service to advisers' sophisticated clients as AUM tops £1bn
Plans to target HNW individuals
John Lamb launches dedicated wealth management arm
Looking to grow client base
IA admits defeat in structured product challenge against IFA
Follows criticism of structured products
Charles Stanley hires investment management duo from Kleinwort Hambros
Joining investment management team
UBS to merge US and international wealth management divisions
Has been closely aligning the businesses
MitonOptimal acquires IFA boosting assets under advice by £100m
Acquirer rebranded in November
Anderson Strathern AM raids Aberdeen and Tcam in sweep of senior hires
Brett hires former Aberdeen colleagues
Brewin Dolphin to cut managed portfolio service costs by £3m a year following funds switch
Moving to segregated mandates
Coutts' Wong: Market is far too complacent about the threat of inflationary pressures
Impact on fixed income space
Fund selectors: Our key calls for portfolios at the start of 2018
Asset allocations for the year ahead
Second Charles Stanley 'super office' opens in Southampton
Moving staff from Dorset office
HANetf hires duo for business development and marketing roles
Both reporting to McNeil
Former Hargreaves equities head joins Interactive Investor
Spent 11 years at firm
AFH acquires Hertfordshire IFA for up to £631,000
Third deal of its financial year
Chase de Vere plans launch of discretionary model portfolio service
On the back of client demand
SCD rebrands to Oakham Wealth Management amid plans to widen distribution
Strategic partnership with Ventre and Zagame
CEO departures, M&A and a 'super office': The top wealth management stories of 2017
What made the headlines?
Industry Voice: Deutsche Asset Management - A private banking revolution
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