Wealth Management

Wealth Management

Moves, M&A and model portfolios: Highlights from the wealth sector in Q1

After a busy start to the year for the wealth sector, Investment Week rounds up the key developments.

clock 14 April 2016 • 3 min read

Advisory

Outsourcing experts launch online DFM platform DISCUS

Backed by support services company Bankhall

clock 13 April 2016 • 2 min read

Wealth Management

Brooks Macdonald consolidates subsidiaries under single brand

Includes asset management and funds arms

clock 11 April 2016 • 1 min read

Wealth Management

Brooks Macdonald moves Defensive Capital fund to absolute return sector

Investment objective also changed

clock 31 March 2016 • 2 min read

Economics

Brooks Macdonald reports 6% profits boost despite losses in funds arm

FUM also higher

clock 17 March 2016 • 3 min read

Advisory

Budget 2016: Money Advice Service to be scrapped

MAS was heavily criticised by MPs

clock 16 March 2016 • 2 min read

Advisory

Standard Life buys IFA Almary Green

Spiralling costs prompt sale

clock 15 March 2016 • 1 min read

Advisory

SocGen acquires Kleinwort Benson to create £14bn wealth manager

Merging the firm with its private bank Hambros

clock 15 March 2016 • 1 min read

Regulation

FAMR: Call for change to 'regulated advice' definition

FCA announced review last August

clock 14 March 2016 • 5 min read

Regulation

Time for more scrutiny of outsourcing?

FCA review focused on platforms

clock 13 March 2016 • 2 min read
Trustpilot