Wealth Management

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

Wealth Management

Cazenove to acquire C. Hoare & Co's wealth arm

Expected to complete in Q1 2017

clock 03 October 2016 • 1 min read

Wealth Management

Close Brothers sells funds arm OLIM to Albion Ventures

Around £490m in AUM

clock 27 September 2016 • 1 min read

People moves

Brown Shipley hires private client associate from Investec W&I

As part of the Edinburgh team

clock 20 September 2016 • 1 min read

Wealth Management

New DFM comparison tool launches for advisers

Starting point for due diligence

clock 08 September 2016 • 1 min read

Wealth Management

Hargreaves Lansdown launches Charitable Foundation

Replacing previous charity of the year scheme

clock 06 September 2016 • 1 min read

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
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