Wealth managers

Parmenion shareholders look to £400m for potential stake sale - reports

Companies

Parmenion shareholders look to £400m for potential stake sale - reports

AssetCo owns a 30% stake in the firm

clock 08 September 2022 • 1 min read
Demand for investment trusts remains resilient in Q2 despite market turmoil

Investment Trusts

Demand for investment trusts remains resilient in Q2 despite market turmoil

Purchases of £361m over the quarter

clock 06 September 2022 • 2 min read
Brooks Macdonald funds under management grows 3.1% in quarter

Wealth managers

Brooks Macdonald funds under management grows 3.1% in quarter

£17.3bn at the end of December

clock 13 January 2022 • 1 min read
Thorntons Investments scraps VAT charges on MPS

Wealth Management

Thorntons Investments scraps VAT charges on MPS

HMRC review has prompted the changes across the industry

clock 16 September 2021 • 1 min read
Wealth managers are expanding range of investment strategies with a focus on ESG

ESG

Wealth managers are expanding range of investment strategies with a focus on ESG

Wealth Manager Investment Survey by bfinance

clock 31 August 2021 • 4 min read

Industry

Octopus Investments' Handcock: Standing still is my biggest fear

CEO on steering the firm through bumpy roads

clock 12 April 2021 • 4 min read

Wealth Management

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

Remote working and constant contact worked wonders

clock 06 April 2021 • 8 min read

Wealth Management

Lumin Wealth buys Hertfordshire-based financial advice firm

Brings AUM to £600m

clock 31 March 2021 • 1 min read

Funds

Q&A with Martin Gilbert: The future of wealth & asset management, the legacy of Covid-19 and lessons from Woodford

How will the industry shape up post-pandemic?

clock 25 March 2021 • 8 min read

Wealth Management

Tavistock Investments rebuffs takeover bid from TEAM

Proposal 'significantly undervalued' firm

clock 24 March 2021 • 2 min read
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