wealth management

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

Economics / Markets

May and Trump urged to 'tread carefully' around central banks

Criticised monetary policy

clock 02 December 2016 • 2 min read

Companies

Charles Stanley completes asset management restructure

New head of collectives research

clock 24 November 2016 • 1 min read

Technology

Nick Baker: How can wealth managers get ahead of the fintech revolution?

What will the future look like?

clock 14 November 2016 • 5 min read

Technology

Mark Gee: The benefits technology can bring to every adviser

New clients and markets, lower costs, improved control

clock 27 October 2016 • 4 min read