wealth management

Investment

Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

clock 14 January 2019 • 3 min read

Managed solutions

Brooks Macdonald set to cut 50 jobs in £4m cost savings

50 employees to be axed for £4m annualised cost saving

clock 10 January 2019 • 1 min read

Your profession

Financial firms move £800bn in assets to Europe on Brexit fears

Latest data from EY reveals City exodus

clock 07 January 2019 • 2 min read

Investment

Compeer: Wealth management assets near £1trn after slow start to 2018

Slower revenue and profits

clock 17 December 2018 • 1 min read

Investment

Brewin Dolphin profits up 10.7% in year of 'disciplined implementation'

Full-year results

clock 28 November 2018 • 3 min read

Technology

Courtiers targets 'next generation' with digital wealth proposition

Working with fintech InvestCloud

clock 18 October 2018 • 2 min read

Companies

Brooks Macdonald expands footprint with East Anglia office opening

New base in Bury St Edmunds

clock 08 October 2018 • 1 min read

People

KPMG adds former Nutmeg COO to wealth management team

Also worked at Westpac and Barclays

clock 13 August 2018 • 1 min read

Companies

Brewin Dolphin opens second London office in South East expansion

30th office nationwide

clock 03 August 2018 • 1 min read

Investment

WH Ireland CEO and wealth head depart following restructure

Firm transformed from stockbroker to wealth manager

clock 19 July 2018 • 2 min read
Most read
01

Chancellor targets FOS modernisation and FCA consultation

14 November 2024 • 3 min read
02

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

14 November 2024 • 3 min read
03

Vulnerability taboos deterring clients from seeking additional adviser support

14 November 2024 • 3 min read
04

FCA and FOS release call for input to modernise redress system

15 November 2024 • 3 min read
05

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

15 November 2024 • 4 min read