wealth management

People moves

Quilter Cheviot expands Bristol team hiring Walker from Zurich

Relationship development

clock 31 July 2017 • 1 min read

Wealth Management

M&A, millennials and robo-advice: 11 trends to watch in UK wealth management

Interviewed 12 executives from the top 50 wealth management firms in the UK

clock 26 July 2017 • 6 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

Wealth Management

Rathbones reports strong H1 but warns of regulatory impact to future profits

Research costs to be taken by business

clock 24 July 2017 • 4 min read

Wealth managers

Saunderson House's Stephens exits for Tacit IM

30 years' experience in wealth management

clock 20 July 2017 • 1 min read

Wealth managers

Canaccord Genuity WM poaches investment director from Investec Wealth

Following 14 years at Investec W&I

clock 11 July 2017 • 1 min read

Wealth Management

Fidelity, Schroders, Old Mutual: Gatekeepers' favourite firms revealed

Report from Fundscape and gbi2

clock 10 July 2017 • 1 min read

Wealth managers

Canaccord Genuity Wealth Management acquires Hargreave Hale in £80m deal

Creates a firm with £22bn FUM

clock 05 July 2017 • 2 min read

Multi-asset

Psigma's Becket: 'It is harder to find new funds than at any point in my career'

Higher cash weighting

clock 04 July 2017 • 2 min read

Wealth Management

Bellpenny and Ascot Lloyd merge to create £6bn wealth manager

BIA Financial Planning also incorporated

clock 03 July 2017 • 1 min read
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