wealth management

Matt Butcher heading up the business

Cuts minimum holdings to quality for loyalty scheme

Follows appointment of Steve Jackson as key accounts director

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...

Chief operating officer Simon Ray made executive director

Britain votes to leave the European Union

Focus on HNW clients in London

Just over £6.5m raised for new venture

International fiduciary services provider IPG has launched the Executive Entity service to help resolve complex governance issues in fiduciary and wealth management structures globally.

Skandia International has unveiled plans to introduce a new wealth management service which will see the company make a total investment of over £21m to help re-engineer the way it works with financial advisers and customers.