wealth management

Investment

John Lamb launches dedicated wealth management arm

Looking to grow client base

clock 01 February 2018 • 1 min read

Managed solutions

Brewin Dolphin to cut managed portfolio service costs by £3m a year

Moving to segregated mandates

clock 17 January 2018 • 3 min read

Companies

Second Charles Stanley 'super office' opens in Southampton

Moving staff from Dorset office

clock 11 January 2018 • 1 min read

Investment

Tilney eliminates 'low-hanging fruit' from fund portfolios

From 70 holdings to 30

clock 10 January 2018 • 2 min read

Managed solutions

Chase de Vere plans launch of discretionary model portfolio service

On the back of client demand

clock 08 January 2018 • 1 min read

Companies

Brown Shipley adds £1.5bn in AUM following Dutch acquisition

Adds 27 staff to London office

clock 04 December 2017 • 1 min read

Managed solutions

Quilter Cheviot launches AIM portfolio service

Seeking companies with 'exciting growth prospects'

clock 28 November 2017 • 1 min read

People

Former AXA Wealth CEO Kellard to join Brewin Dolphin board

Left last year

clock 16 November 2017 • 1 min read

Your profession

HM Treasury affirms support for financial services post-Brexit

Sector 'crucial' in new relationship with EU

clock 08 November 2017 • 2 min read

People

Brown Shipley hires Santander UK's Alan Mathewson as CEO

To replace Ian Sackfield

clock 01 November 2017 • 1 min read