Wealth Management

Managed funds

Close Brothers assets jump 11% despite 'mixed market conditions'

Discretionary range driving growth

clock 22 September 2015 •

Advisory

Tilney Bestinvest ramps up D2C play with new offering

Four multi-asset portfolios on offer

clock 21 September 2015 •

Advisory

Scrutiny of SJP's fees as investors demand 'simple answers'

Fees described as 'anything but' transparent

clock 14 September 2015 • 2 min read

Wealth Management

Mattioli Woods acquires advice firm for £8.3m

Wealth manager Mattioli Woods has bought advice firm Taylor Patterson for £8.3m, adding a further £640m to its £5.4bn of client assets.

clock 09 September 2015 •

Advisory

BlackRock US acquires robo-adviser

Firm targets 'mass affluent' through technology

clock 27 August 2015 • 2 min read

Wealth Management

Philbin's Wellian partners with IFA FiveWays for bespoke MM range

Portfolios will invest in a number of collectives

clock 25 August 2015 •

Wealth Management

Thesis: Pensions freedoms have driven IFAs to DFMs

Need to consider longer time horizons

clock 19 August 2015 •

Wealth Management

Brewin Dolphin rebrands Managed Fund Service

Brewin Dolphin is rebranding its Managed Funds Service (MFS) and plans to expand the range of portfolios on offer, making them available on more platforms in the future.

clock 14 August 2015 •

Advisory

Rathbones' Webb: Advisers must beware 'tremendous herding'

Rathbone Unit Trust Management chief executive Mike Webb has urged advisers to consider the sustainability of fund performance when doing their due diligence, as he warned there is "still too much herding" going on in the market.

clock 11 August 2015 • 2 min read

Wealth Management

Sanlam grows wealth assets to £1bn with IFA acquisition

Sanlam Wealth Planning, the restricted advice arm of Sanlam UK, has acquired financial planning firm FA Watts Investment Managers.

clock 11 August 2015 •
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