wealth management

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

Industry

Martin Gilbert's AssetCo doubles stake in River & Mercantile

Change of business strategy

clock 08 February 2021 • 1 min read

Industry

2020 trading update round-up: SJP inflows hit £2.3bn in Q4; Gresham House AUM jumps 42% in 2020

Resilience despite Covid-19 crisis

clock 28 January 2021 • 7 min read

Industry

IW Long Reads: Up in the clouds? How vertically integrated firms are shaping up in 2021

Are wealth managers offering financial advice going to become the norm?

clock 20 January 2021 • 6 min read

Industry

Update: Hurst Point Group completes Hawksmoor acquisition

Deal first announced in January

clock 18 January 2021 • 3 min read

People moves

Veteran Artemis duo Underhill and Brennan depart

Over 30 combined years at firm

clock 18 December 2020 • 1 min read
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