Wealth manager Brooks Macdonald reported a 2.2% increase in funds under management (FUM) for the quarter ending 30 September.

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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.

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Tuesday, 10 August 2021
Articles

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.

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Wealth manager Charles Stanley is to be acquired by US wealth manager Raymond James, in a deal worth £278.9m.

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A former divisional director for Brewin Dolphin has founded a new Raymond James branch in Cheltenham Spa.

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Newly-launched Financial Planner and wealth manager AHR Private Clients has added three more wealth directors as its recruitment spree continues.

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Wealth manager WH Ireland has returned its first profit in five years in its final results for the year ended 31 March.

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Financial wealth in the UK grew by 7% in 2019-20 compared to 5% for Western Europe, according to a new report.

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Yorkshire-based wealth manager The Private Office (TPO) has been recognised as one of the UKs top 100 companies to work for.

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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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