Wealth Management
Wealth Management
Charles Stanley is to raise £15.8m through a share placing as part of plans to "modernise" and refocus the business following a strategic review.
15 April 2015
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Wealth Management
Old Mutual group chief executive Julian Roberts is to step down in the fourth quarter of 2015, to be replaced by Standard Bank executive Bruce Hemphill.
15 April 2015
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Wealth Management
A firm matching high net worth individuals with wealth managers has received £500,000 funding for expansion into Asia from angel investors.
14 April 2015
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Wealth Management
With less than four weeks to go until the general election, wealth managers and strategists give their view on how investors should be positioned.
13 April 2015
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5 min read
Wealth Management
Bellpenny has acquired financial advisory group City Wealth Management (CWM) as it continues to consolidate smaller wealth management businesses.
13 April 2015
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Wealth Management
Former Signia Wealth director Martin King has joined Tilney Bestinvest to lead its investment management division.
08 April 2015
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1 min read
Advisory
IFA consolidation business AFH has bought Clarendon Financial Solutions for £461,000.
02 April 2015
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Wealth Management
Newcastle Building Society chief executive Jim Willens has been appointed chairman of Brown Shipley.
01 April 2015
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Advisory
Tavistock Investments has bought IFA Sutcliffe Solloway Financial Planning and its parent Cornerstone Asset Holdings.
01 April 2015
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Advisory
Restricted network Sesame has said it will no longer offer an appointed representative (AR) option for investment advisers.
31 March 2015
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3 min read
