wealth management

Wealth Management

Charles Stanley sees profits soar 150%

Funds under management fall

clock 26 November 2015 •

Wealth Management

Courtiers launches income fund trio for Reynolds and Shaw

Targeting group pension schemes

clock 23 November 2015 •

Wealth Management

Update: AXA to bag up to £700m from wealth arm sale - report

Standard Life bidding for Elevate

clock 23 November 2015 •

Wealth Management

Tilney Bestinvest confirms 23 roles under threat

Follows execution-only review

clock 28 October 2015 •

Multi-asset

Quilter Cheviot appoints head of fund research

Promotion follows merger of multi-asset division

clock 15 October 2015 •

Wealth Management

Update: Hargreaves Lansdown shares jump 5% following 'record' quarter

Helped by JPMAM acquisition

clock 14 October 2015 •

Advisory

Scrutiny of SJP's fees as investors demand 'simple answers'

Fees described as 'anything but' transparent

clock 14 September 2015 • 2 min read

Wealth managers

Brooks Macdonald's Shepherd takes on deputy CEO role

Wealth manager Brooks Macdonald has promoted Andrew Shepherd, joint managing director of its asset management business, into the new role of deputy chief executive with immediate effect.

clock 04 August 2015 •

Wealth Management

Bestinvest founder Spiers launches high-end investment service

EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.

clock 04 August 2015 • 1 min read

Wealth managers

Charles Stanley FUM rises 3% as suitability review concludes

Charles Stanley saw total funds under management and administration increase from £20.1bn to £20.8bn for the year to the end of June.

clock 31 July 2015 • 2 min read
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