wealth management

Wealth Management

Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

29 June 2017 • 1 min read

Wealth Management

Investec W&I launches online service Click & Invest

Actively-managed offering

19 June 2017 • 1 min read

Wealth Management

Update: Charles Stanley shares rise 5% after firm returns to profit

Two years of losses

14 June 2017 • 2 min read

People moves

Killik recruits wealth planning head from Investec W&I

Held roles at UBS Wealth Management and PwC

12 June 2017 • 1 min read

Wealth managers

Charles Stanley boosts intermediary team with double hire

Both have over two decades of experience

01 June 2017 • 1 min read

People moves

Beaufort IM appoints Brewin Dolphin investment manager

Held roles at Fidelity and Schroders

18 May 2017 • 1 min read

Regulation

London-based DFM Strand Capital enters administration

Managed around £80m for 3,000 customers

18 May 2017 • 2 min read

Funds

Brewin Dolphin reports record net discretionary inflows; Exploring advice-led service for clients with less complex needs

Successful six months

16 May 2017 • 2 min read

Wealth Management

UBS WM survey: Millionaires foresee Brexit boost to wealth but admit short-termist attitude

Helpful for their finances

16 May 2017 • 2 min read

Wealth Management

Which platforms saw the highest sales in Q1?

Latest Fundscape report

12 May 2017 • 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

Fundsmith's profit decline forces Terry Smith to take second pay cut

11 November 2024 • 2 min read

03

Government to bring ESG ratings providers under FCA mandate

15 November 2024 • 4 min read

04

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

15 November 2024 • 2 min read

05

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

14 November 2024 • 4 min read