Wealth Management

Advisory

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 01 August 2016 • 4 min read

Equities

Who are the worst offenders on Tilney Bestinvest's 'Dog List'?

M&G and Aberdeen top the table

clock 01 August 2016 • 4 min read

Wealth Management

Rathbones profits fall 28% in H1 as M&A and relocation costs weigh

Impacted by costs of Vision acquisition

clock 27 July 2016 • 2 min read

Wealth Management

Brewin Dolphin shares jump 7% on positive quarter update

Driven by discretionary business

clock 27 July 2016 • 1 min read

Wealth Management

Update: EM managers Young and Asante replaced in SJP's fund range reshuffle

As firm reports 'record' inflows for Q2

clock 27 July 2016 • 3 min read

Wealth Management

Polin joins board of alternative platform CoInvestor

Early stage investor in the company

clock 20 July 2016 • 1 min read

Advisory

Yearsley's Wealthclub expands team as firm gains FCA approval

Two new recruits from Hargreaves

clock 05 July 2016 • 2 min read

Investment

Cazenove launches model portfolio service for advisers

Six-strong offering with £50,000 minimum investment

clock 04 July 2016 • 1 min read

Wealth Management

Wealth manager Brexit reaction: Long-term value will emerge from 'collateral damage'

Britain votes to leave the European Union

clock 24 June 2016 • 11 min read

Wealth Management

Update: Charles Stanley shares fall 2.7% following revenue hit

FUM also drop 3.8%

clock 16 June 2016 • 3 min read
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