Wealth managers

Industry

Schroders and Lloyds unveil Schroders Personal Wealth

New financial planning business to open in second half of 2019

clock 20 February 2019 • 1 min read

Investment

Albemarle Street Partners merges with Atlantic House FM

To continue under same brands

clock 19 February 2019 • 1 min read

Markets

Cost savings, IPOs and senior departures: The key wealth management events of 2018

Which stories dominated the headlines?

clock 07 December 2018 • 1 min read

UK

NextWealth: Asset managers will need to be 'cheap or exceptional to secure flows'

Cost-saving measures encouraged

clock 06 December 2018 • 2 min read

Industry

What the rise of segregated mandates means for our industry

Due diligence is key

clock 29 August 2018 • 2 min read

Investment

Brooks Macdonald sees discretionary FUM reach record £12.4bn

Up 18.7% over the year

clock 26 July 2018 • 1 min read

Multi-asset

Invesco Perpetual launches risk-targeted multi-asset FoFs range for Mustoe and team

Low-cost investment solution

clock 25 July 2018 • 2 min read

Investment Trusts

IW Podcast: JPMAM's Crinage on the changing profile of investment trust shareholders

Investment trust round-up

clock 15 June 2018 • 1 min read

Investment

Wealth managers failing to meet needs of high net worth women

Need to better understand their investment goals

clock 12 June 2018 • 2 min read

Technology

Why TSB's technology debacle should be a wake-up call for wealth managers

Investing in new systems crucial

clock 04 June 2018 • 2 min read
Trustpilot