Wealth Management
Wealth Management
Towry is to acquire Ashcourt Rowan in a £97m deal which will see the latter's CEO Jonathan Polin exit the firm.
02 February 2015
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Wealth Management
A 23% fall in commission income held back Brewin Dolphin in Q4 despite improving revenues from fee-based business, the wealth manager has said.
28 January 2015
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Investment
Brooks Macdonald's discretionary funds under management are nearing £7bn following positive performance and growth in net new business.
27 January 2015
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Industry
Boutique wealth manager Dart Capital has acquired IFA Waterson Jones, adding £150m to its total asset base.
23 January 2015
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Wealth Management
Around half of wealth manager portfolios are failing to deliver positive alpha for clients, a new report has revealed.
22 January 2015
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Wealth Management
Former Brewin Dolphin head of research Matthew Butcher has joined forces with ex-Argonaut COO Edward James and former colleague Matthew Collis to launch a consultancy firm for wealth managers and fund groups.
22 January 2015
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Advisory
St James's Place (SJP) saw funds under management hit a new record in the last 12 months, its latest figures show.
22 January 2015
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Advisory
Listed financial services group Tavistock Investments has agreed to buy Standard Financial Group, the parent company of adviser network Financial, in a bid to grow the size and reach of its advisory business.
19 January 2015
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2 min read
Wealth Management
Saga and Tilney Bestinvest are to launch a joint venture offering investment and financial planning services to the UK's over-50s.
15 January 2015
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2 min read
