Wealth Management

Transact co-founder and former CEO Ian Taylor dies aged 58

Advisory

Transact co-founder and former CEO Ian Taylor dies aged 58

Died after a short illness

clock 19 October 2022 • 1 min read
Emerging markets offerings to dominate wealth management industry growth

Wealth Management

Emerging markets offerings to dominate wealth management industry growth

Followed by acquisitions of smaller players

clock 27 September 2022 • 2 min read
Oxford Risk: Wealth managers failing on ESG issues

ESG

Oxford Risk: Wealth managers failing on ESG issues

Leads to underinvesting

clock 23 August 2022 • 2 min read
Tavistock revenues jump 14% amid year of acquisitions

Europe

Tavistock revenues jump 14% amid year of acquisitions

Bought LEBC research firm

clock 27 June 2022 • 1 min read
Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments

Wealth Management

Wealth industry missing out on $230bn opportunity in lower HNW and affluent segments

Morgan Stanley and Oliver Wyman report

clock 10 June 2022 • 2 min read
Brooks Macdonald set to acquire Integrity Wealth Solutions

Companies

Brooks Macdonald set to acquire Integrity Wealth Solutions

Funds under management of £250m

clock 23 May 2022 • 2 min read
Rich List: UK wealth sector bosses fall down the rankings as their fortunes decline

Wealth Management

Rich List: UK wealth sector bosses fall down the rankings as their fortunes decline

Sunak joins the list for the first time

clock 20 May 2022 • 2 min read
The end of an era: from globalisation to autarky

Global

The end of an era: from globalisation to autarky

Weeks when decades happen

clock 13 April 2022 • 3 min read
The Big Interview: TJ&P's Tim Whiting on becoming the 'One Ham Yard' of London IFAs

Advisory

The Big Interview: TJ&P's Tim Whiting on becoming the 'One Ham Yard' of London IFAs

Company launched in 1995

clock 06 April 2022 • 5 min read
Providers with sub-advised funds explain action on Russia

Wealth Management

Providers with sub-advised funds explain action on Russia

Follows Quilter Investors move

clock 17 March 2022 • 3 min read
Most read
01

Thousands of Woodford investors join RGL lawsuit against Hargreaves Lansdown

18 November 2024 • 1 min read
02

Legal & General to cut jobs in revamped asset management arm

18 November 2024 • 1 min read
03

ETF providers launch unlisted share classes to address slow adoption in fast-growing MPS market

22 November 2024 • 5 min read
04

Investment Week reveals winners of Investment Company of the Year Awards 2024

22 November 2024 • 3 min read
05

Baillie Gifford withdraws from Climate Action 100+ and Net Zero Asset Managers initiative

18 November 2024 • 1 min read
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