wealth management

Charles Stanley has reported a jump in revenue over the first quarter of its financial year, pointing to growing FUM and increased investor confidence.

IFA acquirer and wealth manager Bellpenny has acquired Walton on Thames-based IFA Entire Wealth Management.

Kuber Ventures has unveiled a six strong line-up of EIS fund managers, two months on from launching the first ever EIS platform.

AXA Wealth has cut its sales team by 30 staff in a bid to restructure the business following the completion of several projects.

The UK's biggest advice firms have been accused of failing to adequately inform potential clients whether they provide independent or restricted advice.

Ian Porter has joined Sanlam Private Investments (SPI) in the newly created position of head of wealth management, as the firm looks to grow its presence in the retail market.

Fund manager Gervais Williams has written to the IFA community following his comments made in a Sunday Times interview last month, in which he labelled financial advice 'expensive'.

Credit Suisse is to combine its private banking and asset management divisions to create a wealth management arm.

THE BIQ QUESTION

Canaccord Financial is set to acquire the wealth management arm of boutique private client investment management business Eden Financial, which has also put its asset management arm up for sale.