wealth management

Investment

Former hedge fund managers launch 'next gen' online wealth manager

£10,000 minimum investment

clock 14 July 2018 • 2 min read

Technology

HNW clients predict AI will replace 45% of portfolio management roles

Over next five years

clock 19 June 2018 • 2 min read

Economics / Markets

Client risk complacency big concern to advisers - research

Turning to alternative investments

clock 12 June 2018 • 2 min read

Equities

SJP replaces BlackRock on alternatives fund amid raft of changes

Hires Wellington Management

clock 25 May 2018 • 2 min read

Managed solutions

Which firm is advisers' favourite DFM?

Annual Defaqto survey

clock 15 May 2018 • 3 min read

ETFs

Whitechurch's Haynes: Industry pressure on fees pushing us to passive products

Make up 25% of portfolios

clock 02 May 2018 • 2 min read

Adviser / Broking

PA360: Wealth managers should be offering protection

Protection should be at the core of advice

clock 25 April 2018 • 1 min read

Investment

Harwood unveils board changes as Durrant becomes sole CEO

Response to regulation and group development

clock 17 April 2018 • 1 min read

Companies

Nucleus plans Q2 float - reports; Transact lists on LSE

AUM of £13bn

clock 02 March 2018 • 1 min read

Investment

John Lamb launches dedicated wealth management arm

Looking to grow client base

clock 01 February 2018 • 1 min read
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