wealth management

Managed solutions

Charles Stanley launches Personal Portfolio Service for smaller clients

Five multi-asset funds

clock 07 April 2017 • 1 min read

People

Brown Shipley CEO Ian Sackfield to step down

Firm seeking a replacement

clock 30 March 2017 • 1 min read

Your profession

Nucleus appoints Punter Southall chairman to board

Instrumental in set up of firm

clock 16 March 2017 • 1 min read

Investment

Investec W&I launches structured product service

Two risk-mandated portfolios

clock 02 March 2017 • 2 min read

Companies

Rowan Dartington continues hiring spree with double appointment

Based in London and Manchester offices

clock 21 February 2017 • 1 min read

Companies

Mattioli Woods to acquire Amati Global Investors in £3.3m deal

Expected to complete acquisition in 2019

clock 07 February 2017 • 1 min read

Companies

Quilter Cheviot acquires Attivo Investment Management

Due to complete Q1 2017

clock 29 January 2017 • 1 min read

People

Quilter Cheviot CEO David Loudon to retire

Martin Baines returns to role

clock 25 January 2017 • 1 min read

Technology

John Wise: Taking the client experience beyond email

Next time you hit 'send' ...

clock 18 January 2017 • 5 min read

Companies

Brewin Dolphin to acquire Duncan Lawrie Asset Management

To complete in first half of 2017

clock 19 December 2016 • 2 min read
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How advisers keep up client engagement at Christmas

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Compliance costs forcing advisers to seek clients with more in the bank

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