Quilter Investors CIO on life returning to his old haunt
White and Robertson to lead management
Remote working and constant contact worked wonders
Brings AUM to £600m
Proposal 'significantly undervalued' firm
Brings AUM above $24bn
Offering sage advice till the cows come home
Change of business strategy
Resilience despite Covid-19 crisis
Are wealth managers offering financial advice going to become the norm?
Deal first announced in January
Over 30 combined years at firm
Fintech company providing integrated investment solutions
David Lawrence joins to lead UK growth strategy
Rebrand includes Heartwood Investment Management
Confirmed intentions in May
Joined in September
Net flows 'seasonally weaker'
AMs post rise in business volumes
Wealth management companies are preparing for a period of transformation for their business models driven by the impact of Covid-19 and the ageing demographics of their client bases, according to a new survey.
Standard charge of EQ Positive Impact Portfolios falls to 0.33%
Formerly Wealth 50
Bespoke manager sessions return on 9 June
Restructure costs at £3.5m to date