Jersey-based Oakglen Wealth sets up UK operation
Firm hires a former Quilter Cheviot executive director to run the business
Companies
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Brooks Macdonald nets £400m inflow as assets climb to £16.8bn
Q3 update reveals eighth successive quarter of positive net flows
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Hargreaves Lansdown axes raft of fees as competition heats-up
Investment platform market becoming increasingly competitive
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A new giant emerges – how UBS can make a success of its bigger asset management business
Credit Suisse takeover has created a $1.5trn AUM asset manager
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Abrdn veteran Piers Currie dies
Currie went on to found consultancy Warhorse Partners in 2017
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US regulators appoint BlackRock to sell SVB and Signature Bank portfolios
Securities worth $87bn and $27bn respectively to be brought to market
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SJP partner acquires Cambridgeshire-based wealth manager
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
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Rathbones and Investec Wealth’s UK arm merge in £839m deal
Will become ‘UK’s largest discretionary wealth manager’ with £100bn FUMA
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Ex-Quilter boss Paul Feeney named Skerritts CEO
He takes charge as the company bids to become one of the ‘leading wealth management businesses’ in the country
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Momentum buys Sutton-based investment manager
AUM to jump 50% after acquisition of Crown Agents Investment Management
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Swiss prosecutors probe Credit Suisse takeover by UBS
Investigation on whether UBS rescue deal breached criminal law
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Atomos names new chair
Jon Taylor takes over from Alison Endemano
