Wealth Management

Quilter results: Quilter Cheviot improves while Quilter Investors struggles

Companies

Quilter results: Quilter Cheviot improves while Quilter Investors struggles

AuMA of £111.8bn

clock 26 January 2022 • 2 min read
Bestinvest relaunches with aim to 'reinvent online investing'

Wealth Management

Bestinvest relaunches with aim to 'reinvent online investing'

Will include sophisticated functionality

clock 25 January 2022 • 3 min read
Exploring the growth of the discretionary fund manager sector

Wealth Management

Exploring the growth of the discretionary fund manager sector

Fastest-growing area of wealth management

clock 18 January 2022 • 4 min read
Mattioli Wood eyes more acquisitions as integrations are on track

Wealth Management

Mattioli Wood eyes more acquisitions as integrations are on track

Over 10% organic revenue growth

clock 17 December 2021 • 1 min read
IA report: Wealth managers show 'significant' interest in private assets despite barriers

Wealth Management

IA report: Wealth managers show 'significant' interest in private assets despite barriers

LTAFs slated to address lack of suitable vehicles

clock 16 December 2021 • 3 min read
Kingswood acquires £1.4bn AUA North Yorkshire firm

UK

Kingswood acquires £1.4bn AUA North Yorkshire firm

£16m deal

clock 23 November 2021 • 2 min read
Credit Suisse veteran launches financial services firm in London

Wealth Management

Credit Suisse veteran launches financial services firm in London

Mixing up “closed shop” sector, according to CEO

clock 04 November 2021 • 2 min read
Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Wealth Management

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

AuM rises 9.2% to £56bn up to September

clock 01 November 2021 • 1 min read
Charles Stanley reports 'marginal' rise in AUM

Wealth Management

Charles Stanley reports 'marginal' rise in AUM

Group displaying "good momentum"

clock 14 October 2021 • 1 min read
Big-name discretionary managers struggling to gain market share among advisers

Wealth Management

Big-name discretionary managers struggling to gain market share among advisers

80% advisers use MPS

clock 14 October 2021 • 1 min read
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Nick Train UK equity funds downgraded by Morningstar due to 'narrow focus'

22 February 2024 • 3 min read
02

UK to give retail investors access to newly issued gilts for the first time

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22 February 2024 • 2 min read
04

Consumer confidence dips for first time in three months

23 February 2024 • 2 min read
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JP Morgan Emerging Markets proposes performance-related tender offer

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