Wealth Management

Investment

Brewin Dolphin poaches divisional director from J.P. Morgan Private Bank

Joins Louise Shaw and Nicholas Regan

clock 02 September 2016 • 1 min read

Wealth Management

WMA ends 20-year index deal with FTSE as it appoints MSCI

Begins in March 2017

clock 01 September 2016 • 1 min read

Wealth managers

Tilney promotes Robinson to investment management head in London

Relocates from Birmingham office

clock 31 August 2016 • 1 min read

Wealth Management

Harwood buys adviser network for £4m

Network posted £24k pre-tax loss

clock 30 August 2016 • 1 min read

Advisory

Retail investment fees in UK remain above 2.5% a year - study

Research by Grant Thornton

clock 26 August 2016 • 1 min read

Wealth Management

Update: Stephen Peters exits Charles Stanley for Barclays Wealth

Joined the firm in 2007

clock 17 August 2016 • 1 min read

Advisory

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 01 August 2016 • 4 min read

Equities

Who are the worst offenders on Tilney Bestinvest's 'Dog List'?

M&G and Aberdeen top the table

clock 01 August 2016 • 4 min read

Wealth Management

Rathbones profits fall 28% in H1 as M&A and relocation costs weigh

Impacted by costs of Vision acquisition

clock 27 July 2016 • 2 min read

Wealth Management

Brewin Dolphin shares jump 7% on positive quarter update

Driven by discretionary business

clock 27 July 2016 • 1 min read
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