wealth management

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

Funds

Hargreaves Lansdown relaunches new 68-strong Wealth Shortlist

Formerly Wealth 50

clock 30 June 2020 • 2 min read

Industry

Last chance to register for Investment Week's Virtual Select event

Bespoke manager sessions return on 9 June

clock 02 June 2020 • 2 min read

Funds

Charles Stanley pre-tax profits up 57% despite assets decline

Restructure costs at £3.5m to date

clock 28 May 2020 • 3 min read

Wealth managers

Philip Rodrigs hires head of client relations for Raynar PM

Jon Garland joins from Quaero Capital

clock 13 May 2020 • 1 min read

Wealth managers

Kingswood acquires Californian wealth management firm to increase US footprint

Will lead to £1.6bn enterprise in US

clock 05 May 2020 • 2 min read

People moves

Investec Wealth CEO Wragg steps down after 20 years at firm

Will be replaced by COO Ciaran Whelan

clock 27 April 2020 • 1 min read

Wealth Management

WH Ireland eyes acquisitions of Cantor Fitzgerald Europe's assets

Deal requires 'third-party consent'

clock 20 April 2020 • 1 min read

Wealth managers

Tilney/Smith & Williamson merger delayed due to coronavirus pandemic

'Significant progess' made in FCA talks so far

clock 15 April 2020 • 2 min read
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