wealth management

Investment

Brewin Dolphin profits up 10.7% in year of 'disciplined implementation'

Full-year results

clock 28 November 2018 • 3 min read

Technology

Courtiers targets 'next generation' with digital wealth proposition

Working with fintech InvestCloud

clock 18 October 2018 • 2 min read

Companies

Brooks Macdonald expands footprint with East Anglia office opening

New base in Bury St Edmunds

clock 08 October 2018 • 1 min read

People

KPMG adds former Nutmeg COO to wealth management team

Also worked at Westpac and Barclays

clock 13 August 2018 • 1 min read

Companies

Brewin Dolphin opens second London office in South East expansion

30th office nationwide

clock 03 August 2018 • 1 min read

Investment

WH Ireland CEO and wealth head depart following restructure

Firm transformed from stockbroker to wealth manager

clock 19 July 2018 • 2 min read

Investment

Former hedge fund managers launch 'next gen' online wealth manager

£10,000 minimum investment

clock 14 July 2018 • 2 min read

Technology

HNW clients predict AI will replace 45% of portfolio management roles

Over next five years

clock 19 June 2018 • 2 min read

Economics / Markets

Client risk complacency big concern to advisers - research

Turning to alternative investments

clock 12 June 2018 • 2 min read

Equities

SJP replaces BlackRock on alternatives fund amid raft of changes

Hires Wellington Management

clock 25 May 2018 • 2 min read