Wealth Management

Kingswood acquires £1.4bn AUA North Yorkshire firm

UK

Kingswood acquires £1.4bn AUA North Yorkshire firm

£16m deal

clock 23 November 2021 • 2 min read
Credit Suisse veteran launches financial services firm in London

Wealth Management

Credit Suisse veteran launches financial services firm in London

Mixing up “closed shop” sector, according to CEO

clock 04 November 2021 • 2 min read
Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Wealth Management

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

AuM rises 9.2% to £56bn up to September

clock 01 November 2021 • 1 min read
Charles Stanley reports 'marginal' rise in AUM

Wealth Management

Charles Stanley reports 'marginal' rise in AUM

Group displaying "good momentum"

clock 14 October 2021 • 1 min read
Big-name discretionary managers struggling to gain market share among advisers

Wealth Management

Big-name discretionary managers struggling to gain market share among advisers

80% advisers use MPS

clock 14 October 2021 • 1 min read
Brooks Macdonald FUM boosted by discretionary offering

Wealth Management

Brooks Macdonald FUM boosted by discretionary offering

2.2% increase in FUM

clock 14 October 2021 • 1 min read
Thorntons Investments scraps VAT charges on MPS

Wealth Management

Thorntons Investments scraps VAT charges on MPS

HMRC review has prompted the changes across the industry

clock 16 September 2021 • 1 min read
Ravenscroft appoints head of client services to board

Wealth Management

Ravenscroft appoints head of client services to board

Sophie Yabsley joins

clock 31 August 2021 • 1 min read
Mattioli Woods acquires financial planning business for up to £1.8m

Wealth Management

Mattioli Woods acquires financial planning business for up to £1.8m

Payment in three instalments

clock 27 August 2021 • 2 min read

Wealth Management

Whitman Asset Management hires from Brewin Dolphin to boost private client team

Launching execution-only business

clock 14 July 2021 • 1 min read
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