wealth management

Wealth Management

TEAM withdraws takeover bid after Tavistock rallies opposition

Share capital of 51% poised to fight

21 April 2021 • 1 min read

UK

Bambos Hambi: I see my role as being the protector of the investment team

Quilter Investors CIO on life returning to his old haunt

19 April 2021 • 6 min read

Emerging markets

Somerset CM replaces Jupiter AM as manager of Omnis EM opps fund

White and Robertson to lead management

08 April 2021 • 1 min read

Wealth Management

Dominic Johnson: Somerset Capital became 'a nicer place to work during the crisis'

Remote working and constant contact worked wonders

06 April 2021 • 8 min read

Wealth Management

Lumin Wealth buys Hertfordshire-based financial advice firm

Brings AUM to £600m

31 March 2021 • 1 min read

Wealth Management

Tavistock Investments rebuffs takeover bid from TEAM

Proposal 'significantly undervalued' firm

24 March 2021 • 2 min read

Wealth Management

iM Global Partner to build wealth management credentials with US boutique acquisition

Brings AUM above $24bn

09 March 2021 • 2 min read

Markets

A case of bovine intervention: How to guard investors' money without scaring off the herd

Offering sage advice till the cows come home

11 February 2021 • 3 min read

Industry

Martin Gilbert's AssetCo doubles stake in River & Mercantile

Change of business strategy

08 February 2021 • 1 min read

Industry

2020 trading update round-up: SJP inflows hit £2.3bn in Q4; Gresham House AUM jumps 42% in 2020

Resilience despite Covid-19 crisis

28 January 2021 • 7 min read

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