wealth management

Private client manager James Hambro & Partners is to merge with Calkin Pattinson to create a combined group with £1bn in assets under management, advice and administration.

Wealth manager Ashcourt Rowan is to receive an £8.5m cash injection designed to strengthen the company's balance sheet and help it realise its ambitions in the financial advice space.

Steven Mendel, head of wealth management at Close Asset Management, is to leave the firm at the end of this week.

Wealth manager Brooks Macdonald has launched its long-awaited funds business comprising a seven-strong range of portfolios.

Odey Asset Management has launched a new balanced managed product as the group continues to develop its wealth management proposition.

Wealth manager Smith & Williamson has lambasted investment trusts with no formal process to control their discount.

Investec UK sales director John Tevenan is leaving to take on a newly-created role at Jupiter.

Several of the world's largest sovereign wealth funds already have announced reviews of their long-term ‘buy and hold' strategies with an idea to reducing fixed weights to stocks

Advisers and wealth managers are turning to life structures to hold their non-domiciled clients' assets

Changes are afoot that will likely lead to a sea change in money management. Core wealth management funds have flexible asset allocations and are designed to keep out of bad markets and stay in good ones