wealth management

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.

The Wealth Management Association (WMA) has called for a ‘lighter touch' approach to industry regulation as key EU committees face a post-election shake-up.

More private equity firms are looking at buying up wealth managers as a coming savings shake-up boosts the sector's appeal, according to Ashcourt Rowan CEO Jonathan Polin.

‘We are trying to identify the stars of the future’

The number of billionaires living in the UK has passed 100 for the first time, the 2014 Sunday Times Rich List has revealed.

FATCA nightmare becomes a reality

St James's Place (SJP) has reported a strong first quarter, with a significant uptick in new business over the reporting period.

Ashcourt Rowan has completed its acquisition of UK Wealth Management Limited (UKWM) from Duke Street General Partner in a £14m deal.

Brown Shipley has expanded its Edinburgh team with the appointment of three former Barclays Wealth bankers.

The Wealth Management Association has warned the aims of the RDR could be undermined if advisers continue to be given non-monetary benefits.