Wealth Management

Wealth Management

Brewin Dolphin to acquire Duncan Lawrie Asset Management

To complete in first half of 2017

clock 19 December 2016 • 2 min read

Wealth Management

US investors champion UK but global wealth managers look to reduce exposure post-Brexit

HNWs across the globe surveyed by ComPeer

clock 09 December 2016 • 2 min read

Wealth Management

Launches/rival platforms/Brexit challenges:The big wealth management stories of Q4

Round-up of key announcements and movements

clock 08 December 2016 • 4 min read

Wealth Management

The three biggest technology mistakes made by wealth managers

Lacking digital strategy

clock 30 November 2016 • 2 min read

Wealth Management

Brewin Dolphin sees record gross discretionary inflows in 'volatile and uncertain' 2016

Net discretionary inflows up 4.4% to £1.1bn

clock 30 November 2016 • 3 min read

Platforms

Wealth managers: Service will be key to success of 'sleeping giant' Barclays' D2C plans

Reaction to Barclays D2C platform plans

clock 28 November 2016 • 3 min read

Wealth Management

Ex-Old Mutual Wealth consultant launches boutique wealth manager

Plans for further expansion

clock 28 November 2016 • 1 min read

Wealth Management

Barclays to rival Hargreaves by combining banking and investment arms

New platform called Barclays Direct Investing

clock 28 November 2016 • 2 min read

Wealth Management

Charles Stanley completes asset management team with four hires

Amid restructuring

clock 24 November 2016 • 1 min read

People moves

Lombard Odier recruits head of Independent Asset Managers UK

New service launching next year

clock 23 November 2016 • 1 min read
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