Wealth Management
Brooks Macdonald adds further £5.5m to Spearpoint legacy pot; FUM climbs 25.8%
Chris Macdonald steps down from board
New SJP CEO unveils group plans after record year
Continuing on success of David Bellamy
Richard Philbin: A wealth manager's wishlist for our industry
Simplifying financial products for consumers
Revealed: Advisers' favourite business development managers 2017-18
Octopus again tops investment category
Artificial Intelligence: Asset managers must embrace it or be competed away
'Inroads of robo-advice into financial planning'
AJ Bell adds higher-risk Global Growth portfolio to Managed Portfolio Service
Focus on EMs, Asia and technology
Revealed: All the winners at the Professional Adviser Awards 2018
Harpdsen and Premier multiple winners
How has financial advice progressed on gender diversity?
100 years since women got the right to vote
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
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