Wealth managers

Wealth Management

Progeny launches discretionary investment management firm

Will offer bespoke and model portfolios

clock 11 October 2016 • 1 min read

Wealth Management

Cazenove to acquire C. Hoare & Co's wealth arm

Expected to complete in Q1 2017

clock 03 October 2016 • 1 min read

Alternatives

Wealth managers at risk of losing out from tech revolution

"Realign" industry

clock 26 September 2016 • 3 min read

Wealth managers

Brooks Macdonald shrugs off 'significant' market headwinds; Eyes acquisition opps in 25th year

Plans fund launches

clock 21 September 2016 • 2 min read

Advisory

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 01 August 2016 • 4 min read

Wealth Management

Brewin Dolphin shares jump 7% on positive quarter update

Driven by discretionary business

clock 27 July 2016 • 1 min read

Technology

Contrarian Investor: Is the robo-advice revolution stalling?

I have long been a paid-up member of the disruptors brigade, arguing technology will make us all happier, wealthier individuals - along the way upending whole business sectors.

clock 17 July 2016 • 3 min read

Wealth managers

Bonham Carter backs launch of online discretionary manager Netwealth

Just over £6.5m raised for new venture

clock 23 May 2016 • 1 min read

Fund managers

Meet the Investment Influencers: Tilney Bestinvest's Simon Moore

In the second of a new series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Tilney Bestinvest's head of research Simon Moore.

clock 29 March 2016 • 1 min read

People moves

Walker Crips poaches trio from Brewin Dolphin

Continued growth of investment division

clock 29 March 2016 • 1 min read
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