wealth management

Wealth Management

CEO departures and DFM launches: Q1 in wealth management

All the hires and departures during the first three months of 2017

07 April 2017 • 3 min read

Wealth Management

Charles Stanley launches Personal Portfolio Service for smaller clients

Consists of five multi-asset funds

07 April 2017 • 1 min read

People moves

Brown Shipley CEO to step down

Firm seeking a replacement

30 March 2017 • 1 min read

People moves

Nucleus appoints Punter Southall chairman to board

Instrumental in set up of firm

16 March 2017 • 1 min read

Wealth Management

Brooks Macdonald sees 19% growth in funds under management

Driven by investment performance

14 March 2017 • 2 min read

Investment

Investec W&I launches structured product service

Two risk-mandated portfolios

02 March 2017 • 2 min read

Platforms

Global Prime Partners to launch wealth solutions platform

Follows launch of structured products division

21 February 2017 • 1 min read

Wealth managers

Rowan Dartington continues hiring spree with double appointment

Based in the firm's London and Manchester offices

21 February 2017 • 1 min read

Funds

Great British Wealth Off: Fundscape launches year-long portfolio comparison experiment

GBi2'S Graham Bentley selecting portfolios

14 February 2017 • 2 min read

Wealth Management

Mattioli Woods to acquire Amati Global Investors in £3.3m deal

Expected to complete acquisition in 2019

07 February 2017 • 2 min read