wealth management

Platforms

Revealed: The shortlists for the UK Platform Awards 2018

Including 'Leading Adviser' categories

clock 23 August 2018 • 2 min read

Wealth Management

Charles Stanley Direct hikes platform fee to cope with pace of digital change

Rise to come in next month

clock 13 August 2018 • 3 min read

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

clock 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

clock 06 August 2018 • 2 min read

People moves

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

30th office nationwide

clock 02 August 2018 • 2 min read

UK

Schroders sees AUM drag from asset management division

Lack of new business

clock 26 July 2018 • 2 min read

Industry

Brewins reports record quarterly income levels

Strong discretionary funds inflows

clock 24 July 2018 • 1 min read

Funds

Charles Stanley FUMA increases 4.6% in Q2

Discretionary service performed well

clock 24 July 2018 • 1 min read

Wealth Management

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

Further acquisitions

clock 23 July 2018 • 3 min read

Business roles

WH Ireland CEO and wealth head depart following restructure

Firm transformed from stockbroker to wealth manager

clock 19 July 2018 • 2 min read
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