Wealth Management

Wealth Management

Brooks Macdonald cuts equities and UK property OEICs in favour of REITs

Added to income-focused hedge funds

clock 18 August 2017 • 3 min read

Industry

Mattioli Woods board members resign in 'rebalancing'

Remain in senior management team

clock 15 August 2017 • 1 min read

Investment

Hargreaves Lansdown sees end-of-tax-year boost despite 'considerable investment challenges'

Chris Hill's first results as CEO

clock 14 August 2017 • 3 min read

Industry

Lloyds targets 'big push' into wealth management market

Eyeing up DB transfer market

clock 14 August 2017 • 1 min read

Wealth Management

Old Mutual Wealth sees strong H1 with £5bn inflows; OMGI net sales more than double

Ahead of managed separation of the Old Mutual business

clock 11 August 2017 • 4 min read

Wealth Management

Global wealth management profits under pressure despite AUM growth

Operating income up just 0.04% in 2016

clock 07 August 2017 • 2 min read

Wealth Management

How AI is shaping the wealth management industry

Set to 'escalate rapidly'

clock 02 August 2017 • 4 min read

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
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