wealth management

Mattioli Woods sees AUM drop 8%

Companies

Mattioli Woods sees AUM drop 8%

Inflows of £577m

clock 05 July 2023 • 1 min read
Quilter AUM falls 5% year-on-year as inflows drop 70%

Companies

Quilter AUM falls 5% year-on-year as inflows drop 70%

Totalling £107.2bn

clock 25 April 2023 • 2 min read
ETF inflows set to rise during 2023

ETFs

ETF inflows set to rise during 2023

Wealth management demand

clock 17 April 2023 • 2 min read
abrdn veteran Stuart McGlynn resurfaces at Titanbay as head of intermediary sales

People moves

abrdn veteran Stuart McGlynn resurfaces at Titanbay as head of intermediary sales

Private banks and wealth managers

clock 17 April 2023 • 1 min read
Ex-Quilter boss Paul Feeney appointed CEO of Skerritts Group

Business roles

Ex-Quilter boss Paul Feeney appointed CEO of Skerritts Group

Richard Skerritt remains on board

clock 03 April 2023 • 1 min read
Canaccord Genuity management looks to take company private

Industry

Canaccord Genuity management looks to take company private

Low value on public markets

clock 10 January 2023 • 1 min read
Unintended inefficiencies hinder scalable growth

Investment

Unintended inefficiencies hinder scalable growth

'Inherent business inefficiencies'

clock 14 December 2022 • 4 min read
Transact co-founder and former CEO Ian Taylor dies aged 58

Advisory

Transact co-founder and former CEO Ian Taylor dies aged 58

Died after a short illness

clock 19 October 2022 • 1 min read
'Damning' study finds wealth managers' suitability assessments are 'not up to the task'

Investment

'Damning' study finds wealth managers' suitability assessments are 'not up to the task'

‘Life changes fast’

clock 11 October 2022 • 2 min read
Retail investors set to drive next wave of alternatives AUM growth

Alternatives

Retail investors set to drive next wave of alternatives AUM growth

$23.3trn AUM in the next five years

clock 05 October 2022 • 3 min read
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