Wealth Management

Ravenscroft appoints head of client services to board

Wealth Management

Ravenscroft appoints head of client services to board

Sophie Yabsley joins

clock 31 August 2021 • 1 min read
Mattioli Woods acquires financial planning business for up to £1.8m

Wealth Management

Mattioli Woods acquires financial planning business for up to £1.8m

Payment in three instalments

clock 27 August 2021 • 2 min read
Whitman Asset Management hires from Brewin Dolphin to boost private client team

Wealth Management

Whitman Asset Management hires from Brewin Dolphin to boost private client team

Launching execution-only business

clock 14 July 2021 • 1 min read
Brooks Macdonald opens 13th office as it expands regional presence

Wealth Management

Brooks Macdonald opens 13th office as it expands regional presence

Taunton office relocated to Exeter

clock 12 July 2021 • 1 min read
Richard Romer-Lee: 'Clients will invest in you if you have authenticity'

ESG

Richard Romer-Lee: 'Clients will invest in you if you have authenticity'

Consider different ESG investors

clock 25 June 2021 • 2 min read
Rathbones buys financial planning firm Saunderson House for £150m

Wealth Management

Rathbones buys financial planning firm Saunderson House for £150m

£4.7bn FUM

clock 24 June 2021 • 2 min read
Raymond James to offer US 'employee' model to wealth manager partners

Wealth Management

Raymond James to offer US 'employee' model to wealth manager partners

Employee model has been offered by US business for 60 years

clock 23 June 2021 • 2 min read
Waverton IM hires new marketing head from Schroders

People moves

Waverton IM hires new marketing head from Schroders

Sasha Dabliz joins to build Waverton IM’s brand

clock 21 June 2021 • 1 min read
IWP closes 24th deal with Omnium Capital acquisition

Wealth Management

IWP closes 24th deal with Omnium Capital acquisition

£250m AUM

clock 17 June 2021 • 1 min read
J.P. Morgan to buy loss-making robo-adviser Nutmeg

Wealth Management

J.P. Morgan to buy loss-making robo-adviser Nutmeg

Launching digital bank 'Chase'

clock 17 June 2021 • 2 min read
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