wealth management

Wealth Management

Fidelity, Schroders, Old Mutual: Gatekeepers' favourite firms revealed

Report from Fundscape and gbi2

clock 10 July 2017 • 1 min read

Wealth managers

Canaccord Genuity Wealth Management acquires Hargreave Hale in £80m deal

Creates a firm with £22bn FUM

clock 05 July 2017 • 2 min read

Multi-asset

Psigma's Becket: 'It is harder to find new funds than at any point in my career'

Higher cash weighting

clock 04 July 2017 • 2 min read

Wealth Management

Bellpenny and Ascot Lloyd merge to create £6bn wealth manager

BIA Financial Planning also incorporated

clock 03 July 2017 • 1 min read

Wealth Management

Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

clock 29 June 2017 • 1 min read

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
Trustpilot