The latest wealth-management news for financial advisers and intermediaries from Professional Adviser

Wealth managers view their current technology systems as outdated

06 February 2024 • 1 min read

A total 107 deals were confirmed in 2023 down from 132 in 2022

16 January 2024 • 1 min read

Joined Cheviot Asset Management in 2007

25 January 2022 • 2 min read

'Substantial opportunities'

17 December 2021 • 1 min read

Income Protection Awareness Week

22 September 2021 • 5 min read

Automated offering

10 August 2021 • 2 min read

New EU proposals require advisers to increase their knowledge of sustainable strategies but many see challenges ahead. Why?

07 May 2021 • 1 min read

Share capital of 51% poised to fight

21 April 2021 • 1 min read

Proposal 'significantly undervalued' firm

24 March 2021 • 2 min read

Brings AUM above $24bn

09 March 2021 • 2 min read

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