wealth management

People moves

Former Charles Stanley research head Bevan joins RiverPeak Wealth

Left Charles Stanley amid restructure

clock 25 October 2016 • 1 min read

Wealth Management

SJP shares jump as FUM climbs 31%

Client retention at 95%

clock 25 October 2016 • 1 min read

People moves

Leeds-based wealth manager creates £1bn business with first acquisition

Acquired London-based PQR Financial Planning

clock 17 October 2016 • 1 min read

Wealth Management

Brown Shipley expands AUM by £450m with acquisition

An 'excellent fit'

clock 12 October 2016 • 1 min read

Wealth Management

Neptune partners with Raymond James to launch wealth arm Equester Capital Management

Matt Butcher heading up the business

clock 07 October 2016 • 1 min read

UK

Update: Hawksmoor unveils ethical portfolio service

In response to client demand

clock 05 October 2016 • 1 min read

People moves

Apollo's Hughes exits for AJ Bell to head up fund selection

Spent three years at Apollo

clock 21 September 2016 • 1 min read

Wealth managers

Quilter Cheviot expands London team with Walker Crips hire

Hawkins joins investment management team

clock 21 September 2016 • 1 min read

People moves

Brown Shipley hires private client associate from Investec W&I

As part of the Edinburgh team

clock 20 September 2016 • 1 min read

People moves

Walker Crips poaches investment manager duo from Charles Stanley

Expands existing team

clock 09 September 2016 • 1 min read
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