wealth managers

Investment

Tavistock 'unequivocally rejects' takeover bid

Proposal 'significantly undervalued' firm

clock 24 March 2021 • 2 min read

Investment

Hurst Point Group completes Hawksmoor acquisition

Deal first announced in January 2021

clock 02 March 2021 • 3 min read

Your profession

Roy McLoughlin: Is it time for IFAs to start signposting protection?

‘If you do not wish to offer protection advice, refer it’

clock 13 July 2020 • 4 min read

Companies

Harwood Wealth Management announces £1.8m triple acquisition

Completes third purchase

clock 31 July 2019 • 1 min read

Companies

Brooks Macdonald to consolidate London teams in new City office

Moving from two existing locations

clock 17 July 2019 • 1 min read

Multi-Asset

Use of segregated funds will 'fuel rise of low-cost active portfolios'

Growth amid fall in funds under management

clock 29 May 2019 • 3 min read

Markets

Warren Buffett: 'US economy is slowing down, but I'm not concerned'

Believes US is best place to invest

clock 29 March 2019 • 1 min read

Companies

Schroders and Lloyds unveil financial planning business

To open in second half of 2019

clock 20 February 2019 • 1 min read

Regulation

PA360: MiFID II nudges wealth managers into financial planning

CISI's Jacqueline Lockie

clock 04 May 2018 • 2 min read

People

Legg Mason appoints Sophie Andrews to new UK strategic alliances role

From J.P. Morgan AM

clock 16 April 2018 • 1 min read
Most read
01

Tavistock acquires asset manager and moves forward with Saltus advice sale

22 November 2024 • 2 min read
02

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
03

Advisers expect regulation to limit time taken on giving advice

22 November 2024 • 2 min read
04

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
05

FCA: Most firms unable to meet bereavement claims performance levels

22 November 2024 • 3 min read