Wealth manager Brooks Macdonald reported a 2.2% increase in funds under management (FUM) for the quarter ending 30 September.
Read more ...Pre-tax profits surge 33% at Brooks Macdonald
- Thursday, 16 September 2021
- Articles
Wealth manager Brooks Macdonald has reported rapid growth in profits and funds under management for the year ended 30 June as recent acquisitions helped deliver strong results.
Read more ...Abrdn to buy AI wealth manager
- Tuesday, 10 August 2021
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Abrdn has agreed to buy AI-powered wealth manager Exo Investing for an undisclosed sum as the financial services provider and investment manager plans to offer digital wealth management services via an app.
Read more ...Charles Stanley to be acquired by Raymond James
- Thursday, 29 July 2021
- Articles
Wealth manager Charles Stanley is to be acquired by US wealth manager Raymond James, in a deal worth £278.9m.
Read more ...Raymond James launches third new branch of 2021
- Monday, 26 July 2021
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A former divisional director for Brewin Dolphin has founded a new Raymond James branch in Cheltenham Spa.
Read more ...AHR Private Clients boosts staff numbers
- Monday, 26 July 2021
- Articles
Newly-launched Financial Planner and wealth manager AHR Private Clients has added three more wealth directors as its recruitment spree continues.
Read more ...WH Ireland makes first profit in 5 years
- Thursday, 15 July 2021
- Articles
Wealth manager WH Ireland has returned its first profit in five years in its final results for the year ended 31 March.
Read more ...UK wealth grows faster despite pandemic
- Friday, 11 June 2021
- Articles
Financial wealth in the UK grew by 7% in 2019-20 compared to 5% for Western Europe, according to a new report.
Read more ...Wealth manager makes top employers list
- Monday, 07 June 2021
- Articles
Yorkshire-based wealth manager The Private Office (TPO) has been recognised as one of the UKs top 100 companies to work for.
Read more ...WH Ireland hunts for acquisitions as AUM rises
- Tuesday, 04 May 2021
- Articles
Assets under management for the wealth management arm of WH Ireland rose 18% to £2.18bn for the year ending 31 March as the group returned a full year profit for the first time in five years and revealed it was seeking more acquisitions.
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