wealth management

Platforms

Novia appoints ex-ASI Steve Andrews as managing director

Replacing Bill Vasilieff

clock 03 July 2019 • 1 min read

Investment

Charles Stanley restructure to cost £10m

Annual results

clock 31 May 2019 • 2 min read

Your profession

Brewin Dolphin confirms acquisition of Investec's Irish wealth business

Brewins also looks to raise £60m through share placing

clock 10 May 2019 • 3 min read

Companies

Hawksmoor appoints Sarah Soar from JM Finn as new CEO

Founder Crowley stepping down

clock 02 May 2019 • 1 min read

Companies

Sanlam UK buys Thesis AM in 'milestone' for wealth management business

Thesis to move under Sanlam brand

clock 29 April 2019 • 3 min read

Your profession

Brewin Dolphin hires Coutts' Rawlinson as wealth director

Part of 1762 offering

clock 11 April 2019 • 1 min read

SRI

Brooks Macdonald adds responsible investment service to platforms

Three risk profiles

clock 16 January 2019 • 1 min read

Investment

Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

clock 14 January 2019 • 3 min read

Managed solutions

Brooks Macdonald set to cut 50 jobs in £4m cost savings

50 employees to be axed for £4m annualised cost saving

clock 10 January 2019 • 1 min read

Your profession

Financial firms move £800bn in assets to Europe on Brexit fears

Latest data from EY reveals City exodus

clock 07 January 2019 • 2 min read