Wealth Management

Succession Advisory Services is set to apply for discretionary permissions as the company looks to extend its offering.

Brewin Dolphin shares have dropped 10% after the firm's interim results revealed fresh pressure on margins.

Towry has appointed Ashcourt Rowan's managing director Steve Midgley as head of sales strategy and operations following its acquisition of the firm.

Annuities have become the new focus for complaints according to figures from the Financial Ombudsman Service (FOS), a year after the product was publicly abandoned by the Chancellor.

Financial regulators in the US are warning investors and advisers to beware the limitations of automated investment tools.

Will robo-advice take off in the UK?

The Wealth Management Association (WMA) has appointed three new members to its board of directors, including the chief executive of Coutts & Co.

Brewin Dolphin's sale of execution-only platform Stocktrade to Alliance Trust has been tipped to prompt a further turnaround in investors' view of the wealth manager.

Alliance Trust Savings (ATS) has agreed to acquire Brewin Dolphin's execution-only Stocktrade business in a bid to accelerate its growth.

Northern Ireland-based wealth manager Davy Private Clients UK has acquired financial adviser and investment firm Graham Corry Cheevers, adding £230m of assets to its books.