Wealth Management

Investment

'Subscale' DFMs at risk as M&A gathers pace

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.

clock 17 June 2014 • 3 min read

Wealth Management

Ex-Brewin head of research Butcher joins Dart Capital

Matthew Butcher, former head of research at Brewin Dolphin, has joined Dart Capital following a short break from the industry.

clock 02 June 2014 •

Wealth Management

WMA calls for 'lighter touch' European Union after era of record regulation

The Wealth Management Association (WMA) has called for a ‘lighter touch' approach to industry regulation as key EU committees face a post-election shake-up.

clock 28 May 2014 •

Wealth Management

Brewin Dolphin profits surge in H1 but advisory arm sees £1bn outflow

Wealth manager Brewin Dolphin reported a surge in profits in the half year to March, although it saw a large outflow from its advisory business.

clock 28 May 2014 •

Wealth Management

Polin: Wealth managers are prime target for private equity deals

More private equity firms are looking at buying up wealth managers as a coming savings shake-up boosts the sector's appeal, according to Ashcourt Rowan CEO Jonathan Polin.

clock 27 May 2014 •

Wealth Management

Tavistock buys IFA firm to form 'cornerstone' of new national network

IFA business County Life & Pensions and investment manager Blacksquare are to be acquired by Tavistock Investments as part of its plans to assemble a national financial services business.

clock 15 May 2014 •

Investment

Quickfire Q&A: Last year's returns will be 'tough to top'

QUICKFIRE Q&A

clock 23 April 2014 •

UK

How do wealth manager fees stack up in the unbundled era?

Analysts at Numis have compared charges from the likes of Barclays, Brewin, Coutts and Rathbones to investigate how industry fees stack up against platforms' newly-unveiled clean prices.

clock 12 February 2014 •
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