wealth management

Wealth Management

UBS WM survey: Millionaires foresee Brexit boost to wealth but admit short-termist attitude

Helpful for their finances

clock 16 May 2017 • 2 min read

Wealth Management

Which platforms saw the highest sales in Q1?

Latest Fundscape report

clock 12 May 2017 • 1 min read

Wealth Management

Who have advisers ranked as the most popular DFM?

Brewin Dolphin and Quilter Cheviot also popular

clock 11 May 2017 • 2 min read

Wealth Management

Rathbones seeks 'further growth opportunities' as FUM climbs 22%

Helped by market performance

clock 11 May 2017 • 1 min read

People moves

Standard Life Wealth promotes Hair to CIO

Two internal promotions

clock 04 May 2017 • 1 min read

Wealth managers

Neptune ditches wealth arm plans; Butcher exits

Butcher joined to head up wealth arm last May

clock 28 April 2017 • 1 min read

Wealth Management

Service launched to help wealth managers unitise client portfolios

Technology service launched

clock 27 April 2017 • 1 min read

Business roles

Equilibrium boosts team with hire of five client managers

Following office refurbishment

clock 25 April 2017 • 1 min read

Wealth Management

SJP sees another record quarter in Q1 as inflows soar 46%

FUM hits £80bn

clock 25 April 2017 • 1 min read

Wealth Management

Update: Caroline Connellan becomes CEO of Brooks Macdonald

Founder Chris Macdonald becomes deputy chairman

clock 11 April 2017 • 2 min read
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