Wealth Management

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

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
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