Wealth Management

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

Wealth Management

IWP closes 24th deal with Omnium Capital acquisition

£250m AUM

17 June 2021 • 1 min read

Wealth Management

J.P. Morgan to buy loss-making robo-adviser Nutmeg

Launching digital bank 'Chase'

17 June 2021 • 2 min read

Wealth Management

Beaufort's DFM rebrands to YOU Asset Management

Name 'inspired by clients'

17 June 2021 • 2 min read

Wealth Management

Tavistock chief: Sale of multi-asset business means 'acquisitions at accelerated rate'

Sold for £40m

14 June 2021 • 3 min read

Wealth Management

Tavistock £1bn wealth business acquired by Kaberry's Titan Wealth

Disruptor targets £30bn AUM in five years

14 June 2021 • 3 min read

Advisory

FCA sets out proposals to stop 'particularly egregious' CMC phoenixing

Proposals published today

17 May 2021 • 6 min read

ESG

BNP Paribas AM CEO Miners: "We are not resting on our laurels"

Working hard to move in a new direction

17 May 2021 • 4 min read

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Most read

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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