CEO on steering the firm through bumpy roads
Remote working and constant contact worked wonders
Brings AUM to £600m
Q&A with Martin Gilbert: The future of wealth & asset management, the legacy of Covid-19 and lessons from Woodford
How will the industry shape up post-pandemic?
Proposal 'significantly undervalued' firm
Offering sage advice till the cows come home
Change of business strategy
Inaugural event takes place on 12 March
Are wealth managers offering financial advice going to become the norm?
Deal first announced in January
Wealth management companies are preparing for a period of transformation for their business models driven by the impact of Covid-19 and the ageing demographics of their client bases, according to a new survey.
Standard charge of EQ Positive Impact Portfolios falls to 0.33%
Bespoke manager sessions return on 9 June
Jon Garland joins from Quaero Capital
Will lead to £1.6bn enterprise in US
The evolution of asset management since 1995
To cover south east England
Looking back at the most high-profile transfers
Paul Jourdan's orchestral manoeuvres in the market
Total revenues up 2.4%
Completes third purchase
Moving from two existing locations