wealth management
Bambos Hambi: I see my role as being the protector of the investment team
Quilter Investors CIO on life returning to his old haunt
Somerset CM replaces Jupiter AM as manager of Omnis EM opps fund
White and Robertson to lead management
Dominic Johnson: Somerset Capital became 'a nicer place to work during the crisis'
Remote working and constant contact worked wonders
Lumin Wealth buys Hertfordshire-based financial advice firm
Brings AUM to £600m
Tavistock Investments rebuffs takeover bid from TEAM
Proposal 'significantly undervalued' firm
iM Global Partner to build wealth management credentials with US boutique acquisition
Brings AUM above $24bn
A case of bovine intervention: How to guard investors' money without scaring off the herd
Offering sage advice till the cows come home
Martin Gilbert's AssetCo doubles stake in River & Mercantile
Change of business strategy
2020 trading update round-up: SJP inflows hit £2.3bn in Q4; Gresham House AUM jumps 42% in 2020
Resilience despite Covid-19 crisis
IW Long Reads: Up in the clouds? How vertically integrated firms are shaping up in 2021
Are wealth managers offering financial advice going to become the norm?
Update: Hurst Point Group completes Hawksmoor acquisition
Deal first announced in January
Veteran Artemis duo Underhill and Brennan depart
Over 30 combined years at firm
Wealth management platform Vestrata launches with $4m funding round
Fintech company providing integrated investment solutions
Kingswood hires from Schroders PW for UK CEO role
David Lawrence joins to lead UK growth strategy
Heartwood Wealth Management rebrands with Handelsbanken name
Rebrand includes Heartwood Investment Management
Kingswood takes majority stake in MHC in $5.1m deal
Confirmed intentions in May
Hawksmoor IM promotes Smith to head of sales
Joined in September
Steady quarter for Quilter as AUMA edges closer to pre-Covid levels
Net flows 'seasonally weaker'
Sentiment within asset and wealth management improves as profits recover
AMs post rise in business volumes
Wealth managers 'to accelerate digital transformation'
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.
EQ Investors slashes DFM fees across products
Standard charge of EQ Positive Impact Portfolios falls to 0.33%
Hargreaves Lansdown relaunches new 68-strong Wealth Shortlist
Formerly Wealth 50
Last chance to register for Investment Week's Virtual Select event
Bespoke manager sessions return on 9 June
Charles Stanley pre-tax profits up 57% despite assets decline
Restructure costs at £3.5m to date
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