wealth management

Investment

James Goward: Is your DFM playing by the rules?

When integration becomes interference

clock 27 October 2016 • 3 min read

Investment

Seven challenges for UK wealth managers - Cantor Fitzgerald Europe

Includes consolidation, pricing and robo-advice

clock 26 October 2016 • 3 min read

Regulation

MiFID II to spur overhaul of adviser business models - research

Focus on compliance, fees and risk

clock 25 October 2016 • 2 min read

People

Former Charles Stanley research head Bevan joins RiverPeak Wealth

Left Charles Stanley amid restructure

clock 25 October 2016 • 1 min read

Companies

SJP extends lead as UK's largest private asset manager

2016 PAM directory data

clock 21 October 2016 • 1 min read

Investment

Brexit fallout tops list of concerns for DFMs

Optimistic on international equities

clock 18 October 2016 • 1 min read

Companies

Neptune partners with Raymond James to launch wealth arm Equester Capital Management

Matt Butcher heading up the business

clock 07 October 2016 • 1 min read

Investment

Charles Stanley Direct completes charging structure overhaul

Cuts minimum holdings to quality for loyalty scheme

clock 04 October 2016 • 1 min read

Investment

Architas appoints Adrian Lowcock as investment director

Follows appointment of Steve Jackson as key accounts director

clock 02 August 2016 • 2 min read

Companies

Smaller wealth management firms at risk as M&A deals reach eight-year high

Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...

clock 02 August 2016 • 4 min read