Wealth Management

Wealth managers

Whitechurch Securities bolsters investment management team with Beaufort hire

11 years' experience in the industry

clock 01 August 2017 • 1 min read

Wealth Management

Five ex-Towry colleagues set up boutique wealth manager Lockhart

Led by CEO Jon Bowes

clock 01 August 2017 • 1 min read

People moves

Quilter Cheviot expands Bristol team hiring Walker from Zurich

Relationship development

clock 31 July 2017 • 1 min read

Industry

Brooks Macdonald FUM rises 26% to break £10bn mark

Making further investments in risk management

clock 27 July 2017 • 2 min read

Wealth Management

M&A, millennials and robo-advice: 11 trends to watch in UK wealth management

Interviewed 12 executives from the top 50 wealth management firms in the UK

clock 26 July 2017 • 6 min read

People moves

Close Brothers recruits investment manager from Brewin Dolphin

Spent 12 years at Brewin Dolphin

clock 26 July 2017 • 1 min read

Wealth Management

Brewin Dolphin reports record income in strong quarter

Total funds up 3.7%

clock 26 July 2017 • 1 min read

Wealth Management

Rathbones reports strong H1 but warns of regulatory impact to future profits

Research costs to be taken by business

clock 24 July 2017 • 4 min read

Regulation

Morningstar: How to choose an equity research provider under MiFID II

Which characteristics should groups look out for?

clock 13 July 2017 • 4 min read

Wealth Management

Fidelity, Schroders, Old Mutual: Gatekeepers' favourite firms revealed

Report from Fundscape and gbi2

clock 10 July 2017 • 1 min read
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