wealth management

People moves

Close Brothers poaches MD from Rathbones amid expansion plans

Spent 16 years at Rathbones

06 September 2017 • 1 min read

Wealth Management

Mattioli Woods reports 17% revenue rise following multiple acquisitions

Revenue increased 17.4%

05 September 2017 • 2 min read

Investment

Peter Hargreaves pours £25m into ex-Artemis manager Yiu's new firm

First major investment since 2015

04 September 2017 • 1 min read

Wealth Management

Brooks Macdonald cuts equities and UK property OEICs in favour of REITs

Added to income-focused hedge funds

18 August 2017 • 3 min read

Industry

Mattioli Woods board members resign in 'rebalancing'

Remain in senior management team

15 August 2017 • 1 min read

Investment

Investment Pulse: Where are the product gaps you want to fill on buylists?

Share your views anonymously

03 August 2017 • 1 min read

Funds

The adviser view: What is a fair price for active management?

Survey on fund fees

01 August 2017 • 4 min read

Wealth Management

Five ex-Towry colleagues set up boutique wealth manager Lockhart

Led by CEO Jon Bowes

01 August 2017 • 1 min read

People moves

Quilter Cheviot expands Bristol team hiring Walker from Zurich

Relationship development

31 July 2017 • 1 min read

Wealth Management

M&A, millennials and robo-advice: 11 trends to watch in UK wealth management

Interviewed 12 executives from the top 50 wealth management firms in the UK

26 July 2017 • 6 min read