wealth management

Industry

Legg Mason's Barry: We are going to see more change over the next five years than we saw in the previous 15

Head of UK sales on regulatory and tech changes

08 August 2018 • 6 min read

Wealth Management

Coutts' Syed: Those not looking at blockchain are burying their heads in the sand

Too much fragmentation in wealth management

06 August 2018 • 2 min read

People moves

Brewin Dolphin opens second London office as part of South East expansion

30th office nationwide

02 August 2018 • 2 min read

UK

Schroders sees AUM drag from asset management division

Lack of new business

26 July 2018 • 2 min read

Industry

Brewins reports record quarterly income levels

Strong discretionary funds inflows

24 July 2018 • 1 min read

Funds

Charles Stanley FUMA increases 4.6% in Q2

Discretionary service performed well

24 July 2018 • 1 min read

Wealth Management

Sanlam UK wealth head White on being 'greedy' in the hunt for growth

Further acquisitions

23 July 2018 • 3 min read

Business roles

WH Ireland CEO and wealth head depart following restructure

Firm transformed from stockbroker to wealth manager

19 July 2018 • 2 min read

Wealth Management

Rise of the machines: Clients predict AI to replace 45% of portfolio management roles

Expect higher use of AI over next five years

14 June 2018 • 2 min read

Wealth managers

CGWM appoints duo of investment directors

Caetano re-joining firm

13 June 2018 • 1 min read

Most read

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What is the outlook for emerging markets after the US election?

15 November 2024 • 1 min read

02

Lord Mayor Alastair King calls for ISA reform to boost investment into UK equities

15 November 2024 • 2 min read

03

Government to bring ESG ratings providers under FCA mandate

15 November 2024 • 4 min read

04

Rachel Reeves commits to establishing PISCES framework by May 2025 in Mansion House speech

14 November 2024 • 4 min read

05

Trump victory means competition will run hot for China to reverse its economic 'malaise'

15 November 2024 • 6 min read