wealth management

Investment

Hurst Point Group completes Hawksmoor acquisition

Deal first announced in January 2021

clock 02 March 2021 • 3 min read

Investment

Veteran Artemis duo Underhill and Brennan depart

Over 30 combined years at firm

clock 18 December 2020 • 1 min read

People

Kingswood hires from Schroders PW for UK CEO role

David Lawrence joins to lead UK growth strategy

clock 02 December 2020 • 1 min read

Your profession

Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal

Confirmed intentions in May

clock 23 November 2020 • 2 min read

Your profession

Steady quarter for Quilter as AUMA edges closer to pre-Covid levels

Net flows ‘seasonally weaker’

clock 21 October 2020 • 2 min read

Investment

Hargreaves Lansdown relaunches new 68-strong Wealth Shortlist

Formerly Wealth 50

clock 30 June 2020 • 2 min read

Your profession

Charles Stanley's financial planning arm makes £5.1m loss

Restructure costs at £3.5m to date

clock 28 May 2020 • 3 min read

Investment

Investec Wealth CEO Wragg steps down after 20 years at firm

Will be replaced by COO Ciaran Whelan

clock 27 April 2020 • 1 min read

Your profession

Tilney/Smith & Williamson merger delayed due to coronavirus pandemic

'Significant progess' made in FCA talks so far

clock 15 April 2020 • 2 min read

Technology

Matt Stamp: The race to buy UK wealth management tech specialists is heating up

Key growth market

clock 14 August 2019 • 4 min read
Most read
01

Chancellor targets FOS modernisation and FCA consultation

14 November 2024 • 3 min read
02

Financial advice exam costs continue to rise

14 November 2024 • 3 min read
03

Don't panic! Call for calm after Budget pensions IHT change

14 November 2024 • 3 min read
04

Vulnerability taboos deterring clients from seeking additional adviser support

14 November 2024 • 3 min read
05

Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

15 November 2024 • 4 min read