wealth management

People moves

Hawksmoor appoints Sarah Soar from JM Finn as new CEO

Founder Crowley stepping down

clock 01 May 2019 • 2 min read

Asset Managers

Sanlam UK buys Thesis AM in 'milestone' for wealth management business

Thesis to move under Sanlam brand

clock 24 April 2019 • 3 min read

Wealth managers

Brewin Dolphin hires Coutts' Rawlinson as wealth director

Part of 1762 offering

clock 11 April 2019 • 1 min read

Markets

Interest in M&A starts to wane in asset management space

But are joint ventures on the rise?

clock 28 March 2019 • 2 min read

Wealth Management

WH Ireland flags higher costs as it confirms management changes

Undergoing transformation

clock 06 February 2019 • 2 min read

Wealth Management

Consolidator Harwood WM has eight more acquisitions in its sights

£4m war chest

clock 24 January 2019 • 1 min read

People moves

Stonehage Fleming appoints Boswell as director

Joins from Handelsbanken

clock 17 January 2019 • 1 min read

Investment

Brooks Macdonald adds responsible investment service to platforms

Available across three risk profiles

clock 16 January 2019 • 1 min read

Funds

Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

clock 14 January 2019 • 3 min read

People moves

Ex-Brewin Dolphin MD spearheads launch of Arden Wealth Management

Henry Algeo joins as head of Arden Wealth

clock 14 January 2019 • 1 min read
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