wealth management

Your profession

Steady quarter for Quilter as AUMA edges closer to pre-Covid levels

Net flows ‘seasonally weaker’

clock 21 October 2020 • 2 min read

Investment

Hargreaves Lansdown relaunches new 68-strong Wealth Shortlist

Formerly Wealth 50

clock 30 June 2020 • 2 min read

Your profession

Charles Stanley's financial planning arm makes £5.1m loss

Restructure costs at £3.5m to date

clock 28 May 2020 • 3 min read

Investment

Investec Wealth CEO Wragg steps down after 20 years at firm

Will be replaced by COO Ciaran Whelan

clock 27 April 2020 • 1 min read

Your profession

Tilney/Smith & Williamson merger delayed due to coronavirus pandemic

'Significant progess' made in FCA talks so far

clock 15 April 2020 • 2 min read

Technology

Matt Stamp: The race to buy UK wealth management tech specialists is heating up

Key growth market

clock 14 August 2019 • 4 min read

Technology

Raza Shah: Five essentials for a user-first digital advice experience

‘Design thinking’

clock 02 August 2019 • 4 min read

Industry

Charles Stanley buys Leeds-based Middleton Croft

All managers will move to Charles Stanley

clock 01 August 2019 • 1 min read

Technology

Ian Cadby: Robots don't care about your clients' portfolios

Informed by inputs

clock 18 July 2019 • 4 min read

Platforms

Novia appoints ex-ASI Steve Andrews as managing director

Replacing Bill Vasilieff

clock 03 July 2019 • 1 min read