wealth management

People moves

Tilney Smith & Williamson makes double hire for investment management team

James Green and Justine Harper join from Sandaire

clock 26 July 2021 • 1 min read

Investment

Partner Insight: Moral Maze: The ESG issues challenging wealth managers

New EU proposals require advisers to increase their knowledge of sustainable strategies but many see challenges ahead. Why?

clock 07 May 2021 • 1 min read

Wealth Management

TEAM withdraws takeover bid after Tavistock rallies opposition

Share capital of 51% poised to fight

clock 21 April 2021 • 1 min read

UK

Bambos Hambi: I see my role as being the protector of the investment team

Quilter Investors CIO on life returning to his old haunt

clock 19 April 2021 • 6 min read

Emerging markets

Somerset CM replaces Jupiter AM as manager of Omnis EM opps fund

White and Robertson to lead management

clock 08 April 2021 • 1 min read

Wealth Management

Dominic Johnson: Somerset Capital became 'a nicer place to work during the crisis'

Remote working and constant contact worked wonders

clock 06 April 2021 • 8 min read

Wealth Management

Lumin Wealth buys Hertfordshire-based financial advice firm

Brings AUM to £600m

clock 31 March 2021 • 1 min read

Wealth Management

Tavistock Investments rebuffs takeover bid from TEAM

Proposal 'significantly undervalued' firm

clock 24 March 2021 • 2 min read

Wealth Management

iM Global Partner to build wealth management credentials with US boutique acquisition

Brings AUM above $24bn

clock 09 March 2021 • 2 min read

Markets

A case of bovine intervention: How to guard investors' money without scaring off the herd

Offering sage advice till the cows come home

clock 11 February 2021 • 3 min read
Trustpilot