wealth management

Thinc Group has acquired Watterson Wealth Management (WWM) as part of its ongoing growth strategy it was announced today.

BPP Professional Education and the Securities & Investment Institute (SII) are teaming up to launch a Masters degree in wealth management.

Close Brothers is to integrate its three private client businesses under the new Close Wealth Management Group brand.

iimia Investment Group has acquired Cornwall based independent financial adviser, John Miln & Co, for an undisclosed sum it was announced today.

Multi-manager is a growing business for European distributors, according to research by Fidelity International.

Charterhouse Consulting Wealth Management has been fined £122,500 by the Financial Services Authority for carrying out discretionary portfolio management without permission and for various conduct of business failings.

Too much energy is wasted in trying to define what a wrap is, when all advisers should be asking is what a wrap needs to be able to do to add value to their business, suggests James Hay.

UBS Global Asset Management is expanding its retail sales team to better target 'key distribution channels' as well as the wider IFA market.

Scottish Equitable International (SEI) is to replace three of their current offshore bonds with a new offering from early March.

Yet more comments have been aired on the issues of FOS decisions and the fees versus commission debate relating to business models.