Bellpenny is to set its sights on larger targets following a double M&A deal worth a combined £150m.
Arbuthnot Latham is eyeing further recruitments for the North West corner of its English wealth management ‘triangle’ following a double addition to its Manchester office.
Rowan Dartington has taken its UK base count to 10 with the opening of a Birmingham branch.
Multi-asset funds are favoured by more than half of IFAs as the retirement income vehicle of choice, a survey by Barings Asset Management has revealed.
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
Tilney Bestinvest is targeting the south coast of England and Aberdeen as the next chapters in its UK expansion drive.
Growing a wealth management company in today’s competitive market can be tough. Could an acquisition be the answer?
Five in six advisory firms are still yet to transfer clients to a fee-based arrangement ahead of next year’s RDR sunset clause, FundsNetwork research has revealed.
Tackling retail wealth management from a very institutional perspective is an approach that is delivering for two former Lloyds colleagues.
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.
Almost half of high net-worths have cited climbing tax rates as their number one concern, while those unhappy with their current wealth manager tend to have more investable capital.
EQ Investors has opened its doors to high net-worth clients with the launch of a bespoke solutions capacity.
Charles Stanley shares jumped almost 4% in afternoon trade on news it might sell its employee benefits division to current management.
Advisers should tweak their mandates to capitalise on the wave of fresh money coming from lower net-worth individuals in the new pension environment, according to FEIFAs Paul Stanfield.
Marcus Phayre-Mudge, head of property equities at F&C Investments explains why he is still uncomfortable investing in peripheral Europe
Portfolio Adviser rewarded the UK's finest portfolio managers last night at its invitation-only Wealth Manager Awards held in London.
Wealth managers are growing increasingly confident about the global recovery, so much so that they have been adding to equities and increasing cyclicality within their portfolios.
The national wealth manager says office closures are likely a thing of the past and has vowed to look to the future by focusing on three core areas, in spite of multi-million pound redundancy and computer software costs pulling its pre-tax profit down.
From Saudi billionaires with a keen eye for spotting the next big investment, to up and coming musicians, we highlight five wealthy individuals from around the globe as the clients you wish you had!