wealth management

People moves

Veteran Artemis duo Underhill and Brennan depart

Over 30 combined years at firm

clock 18 December 2020 • 1 min read

Wealth Management

Wealth management platform Vestrata launches with $4m funding round

Fintech company providing integrated investment solutions

clock 15 December 2020 • 1 min read

People moves

Kingswood hires from Schroders PW for UK CEO role

David Lawrence joins to lead UK growth strategy

clock 02 December 2020 • 1 min read

Multi-asset

Heartwood Wealth Management rebrands with Handelsbanken name

Rebrand includes Heartwood Investment Management

clock 24 November 2020 • 1 min read

Investment

Kingswood takes majority stake in MHC in $5.1m deal

Confirmed intentions in May

clock 23 November 2020 • 2 min read

People moves

Hawksmoor IM promotes Smith to head of sales

Joined in September

clock 06 November 2020 • 1 min read

Investment

Steady quarter for Quilter as AUMA edges closer to pre-Covid levels

Net flows 'seasonally weaker'

clock 21 October 2020 • 2 min read

Industry

Sentiment within asset and wealth management improves as profits recover

AMs post rise in business volumes

clock 12 October 2020 • 2 min read

Multi-asset

Wealth managers 'to accelerate digital transformation'

Wealth management companies are preparing for a period of transformation for their business models driven by the impact of Covid-19 and the ageing demographics of their client bases, according to a new survey.

clock 30 September 2020 • 2 min read

Multi-asset

EQ Investors slashes DFM fees across products

Standard charge of EQ Positive Impact Portfolios falls to 0.33%

clock 01 July 2020 • 1 min read
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