wealth management
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
Philip Rodrigs hires head of client relations for Raynar PM
Jon Garland joins from Quaero Capital
Kingswood acquires Californian wealth management firm to increase US footprint
Will lead to £1.6bn enterprise in US
Investec Wealth CEO Wragg steps down after 20 years at firm
Will be replaced by COO Ciaran Whelan
WH Ireland eyes acquisitions of Cantor Fitzgerald Europe's assets
Deal requires 'third-party consent'
Tilney/Smith & Williamson merger delayed due to coronavirus pandemic
'Significant progess' made in FCA talks so far
Quilter linked with private equity buyer - reports
Share price spikes
Smith & Williamson sees FUM rise with Tilney merger set to complete in Q1
'Period of strong growth'
Compeer: Wealth management assets surpass £1trn in Q2
Total revenues up 2.4%
Succession Wealth closes on £8.5bn FUM with IPA acquisition
Plans to acquire more
Unlocking dormant assets means wealth managers can change lives
Dormant Assets Scheme has positive impact on society
Brooks Macdonald international arm suffers outflows
UK business in the black as FUM shrinks by 5.2% to £1.6bn
JPMAM hires ex-ASI regional sales head Dinwoodie
Joins as client adviser
Octopus to acquire wealth technology business for £10m
'Natural evolution'
Most read
