Waverton becomes ‘real’ wealth manager with IFA purchase
Acquisition driven by client demand for more than just investment management
Acquisition driven by client demand for more than just investment management
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‘It sounds to me like they’re running scared’
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A ‘natural next step’ in the continuation of a long-standing business relationship
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Trio of promotions follows aggressive acquisition spree
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Alex Barrell will head up a team moving offices from Bath to Bristol
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Platform provider also commits £10m to charity
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Punter Southall Wealth will offer financial planning and investment management under one roof
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‘Potentially material misstatement’ in accounts the latest blow for troubled Swiss fund house
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Restructure could hit 40% of jobs prompting questions over whether the firm is overstaffed
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CEO Mike O’Shea says it has been a difficult year for the business
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Wealth manager’s profits hit by investment in technology and acquisitions
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Incoming CEO Jennifer Johnson taps disruptive tech as top priority
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