Wealth manager Quilter is to open up its HNW propositions to external independent financial advisers working with wealthy clients.
Read more ...Tilney Smith & Williamson AUM falls £1.9bn in Q1
- Thursday, 12 May 2022
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson - soon to rebrand - said Assets Under Management fell by £1.9bn in the first quarter of this year, “reflecting more challenging recent market conditions.”
Read more ...Brown Shipley owner hires new group CEO as Stott exits
- Thursday, 12 May 2022
- Articles
Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has appointed experienced HSBC executive Chris Allen to be its new group CEO.
Read more ...Kingswood buys Lincolnshire IFA for £421,000
- Thursday, 12 May 2022
- Articles
Fast growing Financial Planning and wealth management firm Kingswood is to acquire Lincolnshire IFA Vincent & Co for up to £421,000.
Read more ...Mattioli wealth arm acquires £80m Financial Planner
- Thursday, 12 May 2022
- Articles
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.
Read more ...Britons’ 'wealth score' falls 8% in first quarter
- Thursday, 12 May 2022
- Articles
The individual wealth score of Britons fell by 8% in the first quarter of the year, according to the LifeSearch Health, Wealth and Happiness Index.
Read more ...Advised platform assets fall 2.42% in Q1
- Thursday, 12 May 2022
- Articles
Assets across all advised platforms fell by 2.42% in the first quarter of this year.
Read more ...Arbitrator rejects union appeal for FCA recognition
- Wednesday, 11 May 2022
- Articles
The Central Arbitration Committee has rejected an application from union Unite to be recognised as the union for Financial Conduct Authority employees.
Read more ...9 in 10 SIPP millionaires are male
- Wednesday, 11 May 2022
- Articles
Nine in 10 SIPP millionaires investing with Hargreaves Lansdown are men, underlining the gender pension gap, according to new research.
Read more ...Brewin Dolphin reports 25% rise in Planning income
- Wednesday, 11 May 2022
- Articles
Wealth manager Brewin Dolphin reported Financial Planning income up 24.6% year-on-year to £23.8m in the six months ending 31 March, driven by higher fund levels and demand for advice.
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