CEO departures, M&A and a 'super office': The top wealth management stories of 2017

What made the headlines?

clock • 1 min read

Investment Week rounds up the key movements, mergers and acquisitions and launches within the wealth management sector in 2017.

Investment Week looks at the key movements, mergers and acquisitions and launches within the wealth management sector in 2017. The year began with the departure of two chief executives; David Loudon from Quilter Cheviot and David Bellamy from St James's Place who is set to leave at the end of this year after 11 years. Meanwhile, the year progressed with Hargreave Hale being acquired by Canaccord Genuity and Lloyds Banking Group targeting the wealth management market. It was also all change at Old Mutual Wealth, which announced it planned to split up its asset management division. 

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Wealth Management

Redington head of global assets Gillespie: Do you trust your DFM?

Redington head of global assets Gillespie: Do you trust your DFM?

Five key questions to ask

Tara Gillespie
clock 31 January 2024 • 4 min read
Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Generational wealth transfer

Gareth Wilson
clock 23 January 2024 • 4 min read
Defaqto unveils Consumer Duty profiles for top 20 model portfolios

Defaqto unveils Consumer Duty profiles for top 20 model portfolios

Structured around FCA's four key outcomes

Valeria Martinez
clock 19 December 2023 • 1 min read
Trustpilot