Discretionary Portfolio Management

Brooks Macdonald FUM boosted by discretionary offering

Wealth Management

Brooks Macdonald FUM boosted by discretionary offering

2.2% increase in FUM

clock 14 October 2021 • 1 min read

People moves

Brown Shipley bolsters investment team with investment director hire

Will work closely with CIO Toby Vaughan

clock 17 October 2019 • 1 min read

People moves

Candriam hires Aviva Investors' Welch as senior relationship manager

Strengthening position in UK wholesale market

clock 09 July 2019 • 1 min read

Industry

Entries open for Gold Standard Awards 2019

Ceremony will take place 13 November

clock 18 March 2019 • 1 min read

Investment

FCA slams automated investment providers

Poor practice highlighted

clock 21 May 2018 • 2 min read

Wealth Management

Chase de Vere plans launch of discretionary model portfolio service

On the back of client demand

clock 05 January 2018 • 1 min read

People moves

Close Brothers recruits investment manager from Brewin Dolphin

Spent 12 years at Brewin Dolphin

clock 26 July 2017 • 1 min read

Fund management

Charles Stanley hires portfolio manager for IHT service

Spent five years at Charlotte Square

clock 25 July 2017 • 1 min read

Wealth Management

Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

clock 29 June 2017 • 1 min read

Platforms

Openwork hires Tilney's head of investment to launch discretionary service

Available in April

clock 09 February 2017 • 1 min read
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