Wealth Management

Wealth Management

Brooks Macdonald FUM boosted by discretionary offering

2.2% increase in FUM

14 October 2021 • 1 min read

Wealth Management

Thorntons Investments scraps VAT charges on MPS

HMRC review has prompted the changes across the industry

16 September 2021 • 1 min read

Wealth Management

Ravenscroft appoints head of client services to board

Sophie Yabsley joins

31 August 2021 • 1 min read

Wealth Management

Mattioli Woods acquires financial planning business for up to £1.8m

Payment in three instalments

27 August 2021 • 2 min read

Wealth Management

Whitman Asset Management hires from Brewin Dolphin to boost private client team

Launching execution-only business

14 July 2021 • 1 min read

Wealth Management

Brooks Macdonald opens 13th office as it expands regional presence

Taunton office relocated to Exeter

12 July 2021 • 1 min read

ESG

Richard Romer-Lee: 'Clients will invest in you if you have authenticity'

Consider different ESG investors

25 June 2021 • 2 min read

Wealth Management

Rathbones buys financial planning firm Saunderson House for £150m

£4.7bn FUM

24 June 2021 • 2 min read

Wealth Management

Raymond James to offer US 'employee' model to wealth manager partners

Employee model has been offered by US business for 60 years

23 June 2021 • 2 min read

People moves

Waverton IM hires new marketing head from Schroders

Sasha Dabliz joins to build Waverton IM’s brand

21 June 2021 • 1 min read

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Most read

01

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

22 February 2024 • 1 min read

03

Permission to appeal filed in relation to Woodford scheme of arrangement

23 February 2024 • 2 min read

04

JP Morgan Emerging Markets proposes performance-related tender offer

23 February 2024 • 2 min read

05

Consumer confidence dips for first time in three months

23 February 2024 • 2 min read