wealth management

Wealth managers

Clarion hires industry veteran as non-exec chairman

Responsible for the firm's long-term expansion plan

clock 01 February 2017 • 1 min read

Wealth managers

Quilter Cheviot CEO Loudon to retire as Baines returns to role

Will remain in advisory role

clock 25 January 2017 • 1 min read

Bonds

Sanlam Private Wealth's Strategic Bond fund moves to Sanlam FOUR

Manager Veysey also moving across

clock 24 January 2017 • 2 min read

Wealth Management

Brewin Dolphin to acquire Duncan Lawrie Asset Management

To complete in first half of 2017

clock 19 December 2016 • 2 min read

Wealth Management

US investors champion UK but global wealth managers look to reduce exposure post-Brexit

HNWs across the globe surveyed by ComPeer

clock 09 December 2016 • 2 min read

Wealth Management

Launches/rival platforms/Brexit challenges:The big wealth management stories of Q4

Round-up of key announcements and movements

clock 08 December 2016 • 4 min read

Economics

May and Trump urged to 'tread carefully' around central banks

Criticised monetary policy

clock 02 December 2016 • 3 min read

Wealth Management

The three biggest technology mistakes made by wealth managers

Lacking digital strategy

clock 30 November 2016 • 2 min read

Wealth Management

Ex-Old Mutual Wealth consultant launches boutique wealth manager

Plans for further expansion

clock 28 November 2016 • 1 min read

Wealth Management

Barclays to rival Hargreaves by combining banking and investment arms

New platform called Barclays Direct Investing

clock 28 November 2016 • 2 min read
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