Wealth Management

People moves

Leeds-based wealth manager creates £1bn business with first acquisition

Acquired London-based PQR Financial Planning

clock 17 October 2016 • 1 min read

Advisory

Walker Crips issues shares following recruitment drive

Made a number of new hires this year

clock 17 October 2016 • 1 min read

Wealth Management

Brown Shipley expands AUM by £450m with acquisition

An 'excellent fit'

clock 12 October 2016 • 1 min read

Wealth Management

Progeny launches discretionary investment management firm

Will offer bespoke and model portfolios

clock 11 October 2016 • 1 min read

Wealth Management

Rowan Dartington AUM jump 25% year-to-date to break £1.5bn threshold

AUM up 60% over two years

clock 11 October 2016 • 1 min read

Wealth Management

Neptune partners with Raymond James to launch wealth arm Equester Capital Management

Matt Butcher heading up the business

clock 07 October 2016 • 1 min read

Wealth Management

European Wealth to buy £120m of Towry assets

For a total of £1m

clock 07 October 2016 • 1 min read

Advisory

Charles Stanley research co-head Bevan exits amid restructure

Follows departure of Stephen Peters

clock 07 October 2016 • 1 min read

UK

Update: Hawksmoor unveils ethical portfolio service

In response to client demand

clock 05 October 2016 • 1 min read

Wealth Management

Charles Stanley Direct completes charging structure overhaul

Cuts minimum holdings to quality for loyalty scheme

clock 04 October 2016 • 1 min read
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