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  • Brooks FUM rises but planning revenue dips

    Caroline Connellan, CEO of Brooks Macdonald

  • WH Ireland hunts for acquisitions as AUM rises

    WH Ireland's website

  • Wealth manager makes top employers list

    Stuart Phillips, CEO at The Private Office

  • UK wealth grows faster despite pandemic

    Boston Consulting Group’s new global wealth report

  • WH Ireland makes first profit in 5 years

    WH Ireland said the improved results were driven by a continued improvement in the quality of the wealth management business over the year

  • AHR Private Clients boosts staff numbers 

    AHR logo

  • Raymond James launches third new branch of 2021

    Branch principal Paul Whitehead

  • Charles Stanley to be acquired by Raymond James

    Charles Stanley's website

  • Abrdn to buy AI wealth manager

    The AI-powered offering will be integrated into the provider’s existing offerings in its personal business arm

  • Pre-tax profits surge 33% at Brooks Macdonald

    Andrew Shepherd

  • Modest FUM growth at Brooks Macdonald

    Andrew Shepherd, CEO of Brooks Macdonald

  • Takeover target Charles Stanley reports revenue up 15%

    Charles Stanley's website

  • Wealth managers react as IHT burden rises

    The figures published by HMRC this morning come amongst speculation of an upcoming reform to IHT.

  • Wealth manager deVere doubles ESG pledge

    Nigel Green, CEO of deVere Group

  • IWP acquires £135m wealth manager in 30th deal

    IWP's website

  • M&G gets green light for Sandringham takeover 

    M&G Wealth's John Foley

  • SJP MD Gascoigne to retire this year

    St Jame's Place logo

  • St James’s Place unveils new logo and brand

  • SJP reveals its 2022 Chartered Award Winners 

    L-R: Tony Anderson, Nicola Crosbie, Callum Hamilton (Tweed Wealth Management)

  • Clients threaten to jump ship over ESG

    The research was conducted on behalf of Oxford Risk

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