wealth management

Wealth Management

Rowan Dartington sells off platform business Ardan

Firm acquired by SJP in 2015

clock 15 November 2016 • 2 min read

Financial services

FCA to publish property fund discussion paper in early 2017

Issues over liquidity

clock 09 November 2016 • 1 min read

Regulation

DFM agrees with regulator to stop taking new 'Portfolio Six' money

Greyfriars AM also reviewing DFM business

clock 02 November 2016 • 1 min read

People moves

Standard Life Wealth expands role of new hire Sklaroff after senior departure

Sklaroff joined earlier this month

clock 31 October 2016 • 1 min read

Wealth Management

Seven challenges for UK wealth managers

Includes consolidation, pricing and robo-advice

clock 27 October 2016 • 3 min read

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
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