Wealth Management
Wealth Management
Investec Wealth and Investment fund research specialist Anthony Leatham is to leave the company for a role at broker Peel Hunt.
18 February 2015
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Industry
Brooks Macdonald has launched five new risk-rated portfolios, doubling the number of strategies in its managed portfolio service (MPS).
16 February 2015
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Advisory
Consolidator AFH Financial has acquired Kidderminster-based advice firm K.L. Plester Financial Services for £1.7m.
10 February 2015
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1 min read
Wealth Management
Brooks Macdonald Asset Management has appointed Vestra Wealth's Jim Mackie as an investment management director.
09 February 2015
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Industry
Last week, Neptune announced an overhaul of its research and business operations following disappointing fund performance in recent years.
09 February 2015
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Investment
Growing concern over co-investor risk is leading some buyers to turn away from pooled vehicles entirely in a bid to reclaim control of their investments.
09 February 2015
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Industry
The partners of Seven Investment Management (7IM) are considering selling the business, according to reports.
06 February 2015
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1 min read
Advisory
Standard Life has bought advice firm Pearson Jones from Skipton Building Society as it moves to capitalise on the demand for pensions advice.
06 February 2015
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Wealth Management
The chief executive of national IFA Ashcourt Rowan has talked of the importance of scale in wealth management as the company awaits regulatory approval for a near-£100m takeover by Towry.
03 February 2015
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Advisory
IFA consolidator AFH Financial has acquired the assets of two advisory businesses, adding £55m in client funds.
02 February 2015
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