wealth management

Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments

Wealth Management

Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments

Morgan Stanley and Oliver Wyman report

clock 10 June 2022 • 2 min read
Artemis' Gillespie and JPM's Bampfylde join Redington

Wealth managers

Artemis' Gillespie and JPM's Bampfylde join Redington

Tara Gillespie and Laura Bampfylde

clock 01 March 2022 • 1 min read
Quilter Cheviot's David Miller brings four-decade career in wealth management to a close

People moves

Quilter Cheviot's David Miller brings four-decade career in wealth management to a close

Joined Cheviot Asset Management in 2007

clock 25 January 2022 • 2 min read
Exploring the growth of the discretionary fund manager sector

Wealth Management

Exploring the growth of the discretionary fund manager sector

Fastest-growing area of wealth management

clock 18 January 2022 • 4 min read
Deutsche Bank UK wealth management CEO to retire

Wealth managers

Deutsche Bank UK wealth management CEO to retire

Replaced by James Whittaker

clock 11 January 2022 • 1 min read
Mattioli Wood eyes more acquisitions as integrations are on track

Wealth Management

Mattioli Wood eyes more acquisitions as integrations are on track

Over 10% organic revenue growth

clock 17 December 2021 • 1 min read
IA report: Wealth managers show 'significant' interest in private assets despite barriers

Wealth Management

IA report: Wealth managers show 'significant' interest in private assets despite barriers

LTAFs slated to address lack of suitable vehicles

clock 16 December 2021 • 3 min read
'There is not a playbook to succeed in this industry': Three female fund managers on how women can progress

Diversity

'There is not a playbook to succeed in this industry': Three female fund managers on how women can progress

New webinar series

clock 14 December 2021 • 8 min read
FCA joins forces with PIMFA to ease FSCS levy 'burden' on firms

Industry

FCA joins forces with PIMFA to ease FSCS levy 'burden' on firms

Current levels of FSCS funding “unsustainable”

clock 12 November 2021 • 1 min read
Charles Stanley reports 'marginal' rise in AUM

Wealth Management

Charles Stanley reports 'marginal' rise in AUM

Group displaying "good momentum"

clock 14 October 2021 • 1 min read
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The best and worst performing UK portfolios since Brexit

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AssetCo continues shopping spree with acquisition of SVM Asset Management

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Schroders: The cost of living crisis is forcing investors to change their investment plans

21 June 2022 • 2 min read
04

Baillie Gifford's UK arm sees funds under management drop £7.2bn

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