wealth management

Wealth Management

Investec W&I launches online service Click & Invest

Actively-managed offering

clock 19 June 2017 • 1 min read

Wealth Management

Update: Charles Stanley shares rise 5% after firm returns to profit

Two years of losses

clock 14 June 2017 • 2 min read

People moves

Killik recruits wealth planning head from Investec W&I

Held roles at UBS Wealth Management and PwC

clock 12 June 2017 • 1 min read

Wealth managers

Charles Stanley boosts intermediary team with double hire

Both have over two decades of experience

clock 01 June 2017 • 1 min read

People moves

Beaufort IM appoints Brewin Dolphin investment manager

Held roles at Fidelity and Schroders

clock 18 May 2017 • 1 min read

Regulation

London-based DFM Strand Capital enters administration

Managed around £80m for 3,000 customers

clock 18 May 2017 • 2 min read

Funds

Brewin Dolphin reports record net discretionary inflows; Exploring advice-led service for clients with less complex needs

Successful six months

clock 16 May 2017 • 2 min read

Wealth Management

UBS WM survey: Millionaires foresee Brexit boost to wealth but admit short-termist attitude

Helpful for their finances

clock 16 May 2017 • 2 min read

Wealth Management

Which platforms saw the highest sales in Q1?

Latest Fundscape report

clock 12 May 2017 • 1 min read

Wealth Management

Who have advisers ranked as the most popular DFM?

Brewin Dolphin and Quilter Cheviot also popular

clock 11 May 2017 • 2 min read
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