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
Jon Garland joins from Quaero Capital
Will lead to £1.6bn enterprise in US
Will be replaced by COO Ciaran Whelan
Deal requires 'third-party consent'
'Significant progess' made in FCA talks so far
Share price spikes
'Period of strong growth'
Total revenues up 2.4%
Plans to acquire more
Dormant Assets Scheme has positive impact on society
UK business in the black as FUM shrinks by 5.2% to £1.6bn
Joins as client adviser