Wealth Management

Wealth Management

Brewin Dolphin sees record quarterly discretionary inflows

Inflows of £600m

clock 27 January 2016 • 1 min read

Wealth Management

Hargreaves expands MM range with Strategic Assets launch

Launching Strategic Assets fund

clock 26 January 2016 • 1 min read

Wealth Management

Brooks Macdonald funds arm fails to turn a profit 'as expected'

Will improve profitability over medium term

clock 26 January 2016 • 1 min read

Platforms

AJ Bell plans launch of passives range following acquisition

Increase asset management presence

clock 21 January 2016 • 1 min read

Wealth Management

St James's Place sees FUM jump 13% on record 2015 inflows

Boosted by purchase of Rowan Dartington

clock 21 January 2016 • 2 min read

Wealth Management

Prospect Wealth Management launches AIM portfolio for IHT solution

Uses AIM shares for IHT planning

clock 20 January 2016 • 1 min read

Wealth Management

Church House launches model portfolio service

Six risk-rated portfolios

clock 18 January 2016 • 1 min read

Wealth Management

Charles Stanley hires interim CIO

Joins from Tesco Pensions Investments

clock 18 January 2016 • 1 min read

Advisory

Bellpenny to launch investment robo-adviser

Consolidator wants to fill 'advice gap'

clock 13 January 2016 • 2 min read

Wealth Management

Why suitability is the 'problem which refuses to die'

Wealth managers struggling with FCA guidance

clock 16 December 2015 • 2 min read
Trustpilot