wealth management

Wealth Management

Harwood buys adviser network for £4m

Network posted £24k pre-tax loss

clock 30 August 2016 • 1 min read

People moves

Brooks Macdonald poaches investment director from Charles Stanley

Will join bespoke portfolio service team

clock 11 August 2016 • 1 min read

Wealth Management

Rathbones profits fall 28% in H1 as M&A and relocation costs weigh

Impacted by costs of Vision acquisition

clock 27 July 2016 • 2 min read

People moves

LGIM hires AXA IM's Gray as head of wealth management

Newly created role

clock 04 July 2016 • 1 min read

Advisory

Intelliflo reveals fund provider line-up for Automated Advice Service

Six fund management partners

clock 08 June 2016 • 2 min read

Wealth Management

Close Brothers buys Eos Wealth Management

All 28 staff to join Close Brothers

clock 06 June 2016 • 1 min read

Wealth managers

Neptune hires ex-Brewin Dolphin Butcher for new wealth arm

Focus on HNW clients in London

clock 27 May 2016 • 1 min read

Wealth managers

UBS investment office head O'Neill to retire in July

Geoffrey Yu to take over role

clock 27 May 2016 • 1 min read

Multi-asset

Jupiter and Baillie Gifford win Openwork mandates

Cedric de Fonclare to run European fund

clock 26 April 2016 • 1 min read

Wealth Management

Charles Stanley head of investment management steps down after 17 years

Worked as executive director

clock 18 April 2016 • 1 min read
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