Wealth Management

Advisory

Ascot Lloyd appoints Graham Bentley as investment committee chairman

Replaces former OMGI bond fund manager Stewart Cowley

clock 05 February 2018 • 2 min read

Advisory

FE Invest could extend model portfolio service to advisers' sophisticated clients as AUM tops £1bn

Plans to target HNW individuals

clock 01 February 2018 • 2 min read

Wealth Management

John Lamb launches dedicated wealth management arm

Looking to grow client base

clock 31 January 2018 • 1 min read

Investment

IA admits defeat in structured product challenge against IFA

Follows criticism of structured products

clock 26 January 2018 • 2 min read

People moves

Charles Stanley hires investment management duo from Kleinwort Hambros

Joining investment management team

clock 25 January 2018 • 1 min read

Markets

Jonathan Ruffer warns political collapse of Europe is 'almost bound to happen'

Macro risks remain

clock 22 January 2018 • 2 min read

Wealth Management

UBS to merge US and international wealth management divisions

Has been closely aligning the businesses

clock 22 January 2018 • 2 min read

Advisory

MitonOptimal acquires IFA boosting assets under advice by £100m

Acquirer rebranded in November

clock 19 January 2018 • 1 min read

Business roles

Anderson Strathern AM raids Aberdeen and Tcam in sweep of senior hires

Brett hires former Aberdeen colleagues

clock 17 January 2018 • 2 min read

Wealth Management

Brewin Dolphin to cut managed portfolio service costs by £3m a year following funds switch

Moving to segregated mandates

clock 17 January 2018 • 3 min read
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