Wealth Management

Wealth Management

Service launched to help wealth managers unitise client portfolios

Technology service launched

clock 27 April 2017 • 1 min read

Business roles

Equilibrium boosts team with hire of five client managers

Following office refurbishment

clock 25 April 2017 • 1 min read

Wealth Management

SJP sees another record quarter in Q1 as inflows soar 46%

FUM hits £80bn

clock 25 April 2017 • 1 min read

Wealth Management

Update: Caroline Connellan becomes CEO of Brooks Macdonald

Founder Chris Macdonald becomes deputy chairman

clock 11 April 2017 • 2 min read

Wealth Management

CEO departures and DFM launches: Q1 in wealth management

All the hires and departures during the first three months of 2017

clock 07 April 2017 • 3 min read

Wealth Management

Charles Stanley launches Personal Portfolio Service for smaller clients

Consists of five multi-asset funds

clock 07 April 2017 • 1 min read

Wealth Management

Coutts unveils online tool to tempt clients out of cash

Committed £80m to digital and wealth propositions

clock 04 April 2017 • 1 min read

Advisory

Embark Group acquires online DFM platform DISCUS

Takes immediate effect

clock 29 March 2017 • 2 min read

Investment

Asset managers delay tech investment on regulatory uncertainty

Will accelerate when clarity emerges

clock 24 March 2017 • 2 min read

Investment

RSMR unveils DFM rating service

Advisers increasingly outsourcing investment selection

clock 23 March 2017 • 1 min read
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