Wealth managers

M&A activity in wealth management sector set for significant rise

Wealth Management

M&A activity in wealth management sector set for significant rise

Scale ups and consolidation

clock 28 April 2023 • 1 min read
Rathbones CEO on Investec W&I merger: Scale crucial to beat inflation

Companies

Rathbones CEO on Investec W&I merger: Scale crucial to beat inflation

£839m deal

clock 04 April 2023 • 2 min read
Wealth managers 'regularly surprised' by clients' investment decisions

Wealth Management

Wealth managers 'regularly surprised' by clients' investment decisions

Oxford Risk research

clock 28 November 2022 • 1 min read
Private markets allocation boom may be 'overblown'

Alternatives

Private markets allocation boom may be 'overblown'

RBC BlueBay research suggests

clock 28 November 2022 • 1 min read
Only 1% of intermediaries 'completely trust' funds' ESG claims

ESG

Only 1% of intermediaries 'completely trust' funds' ESG claims

Majority have limited trust

clock 01 November 2022 • 2 min read
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
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