wealth management

Wealth Management

Brewin Dolphin to cut managed portfolio service costs by £3m a year following funds switch

Moving to segregated mandates

clock 17 January 2018 • 3 min read

Wealth Management

Fund selectors: Our key calls for portfolios at the start of 2018

Asset allocations for the year ahead

clock 12 January 2018 • 5 min read

Wealth Management

Second Charles Stanley 'super office' opens in Southampton

Moving staff from Dorset office

clock 11 January 2018 • 1 min read

Wealth Management

Tilney slashes number of funds in portfolios as 'low-hanging fruit' eliminated

Fall from 70 to 30

clock 09 January 2018 • 2 min read

Investment

Jupiter UK retail head Crossley departs amid sales team restructure

Head of wealth to manage combined team

clock 08 January 2018 • 1 min read

Wealth Management

Chase de Vere plans launch of discretionary model portfolio service

On the back of client demand

clock 05 January 2018 • 1 min read

Wealth managers

Wealth manager in administration after four year court battle

Now seeking buyer

clock 04 January 2018 • 1 min read

Platforms

AJ Bell reports 29% pre-tax profit increase as it rules out further acquisitions

Helped by pension freedoms

clock 15 December 2017 • 1 min read

Wealth Management

CEO departures, M&A and a 'super office': The top wealth management stories of 2017

What made the headlines?

clock 12 December 2017 • 1 min read

UK

Brown Shipley adds £1.5bn in AUM following Dutch acquisition

Adds 27 staff to London office

clock 04 December 2017 • 1 min read
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