wealth management

Wealth Management

Rathbones FUM up 24% in 2015 despite lower inflows

Helped by acquisitions

clock 24 February 2016 • 1 min read

Platforms

Return to commission would 'kill off' platforms

Wind clock back ten years

clock 16 February 2016 • 2 min read

UK

Asset and wealth managers downgraded on volatile start to 2016

Investment bank Liberum downgrades groups

clock 16 February 2016 • 3 min read

Financial services

MiFID II officially delayed until January 2018 by EU regulators

'Exceptional technical implementation challenges'

clock 10 February 2016 • 1 min read

Wealth Management

Brewin Dolphin sees record quarterly discretionary inflows

Inflows of £600m

clock 27 January 2016 • 1 min read

Wealth Management

Brooks Macdonald funds arm fails to turn a profit 'as expected'

Will improve profitability over medium term

clock 26 January 2016 • 1 min read

Platforms

AJ Bell plans launch of passives range following acquisition

Increase asset management presence

clock 21 January 2016 • 1 min read

Economics

IA's Sears: Brexit would lead to 'massive disruption' for fund managers

Difficulties trading with Europe

clock 19 January 2016 • 2 min read

Wealth Management

Charles Stanley hires interim CIO

Joins from Tesco Pensions Investments

clock 18 January 2016 • 1 min read

People moves

JM Finn poaches wealth planning head from UBS Wealth

Will provide support for existing clients

clock 26 November 2015 •
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