AJ Bell and Brewin Dolphin see assets surge 12% after elevated trading activities
FTSE 250 platform group expects profits for the year to be £2.5m higher than analyst consensus
FTSE 250 platform group expects profits for the year to be £2.5m higher than analyst consensus
Wealth manager highlights her expertise in the Chinese economy
Rob Scott Moncrieff had focused on some of the sectors worst hit by the coronavirus
DFM’s assets practically doubled to nearly £50bn under CEO’s tenure
Alex Barrell will head up a team moving offices from Bath to Bristol
Wealth manager’s profits hit by investment in technology and acquisitions
44% of financial planners outsource investment to discretionary managers
Gutteridge leaves after 16 years as Brewin switches up research team
Six appointments across Cardiff, Edinburgh, Hampshire, London and Taunton offices
MPS drives a significant chunk of new business for wealth manager
Tech upgrades become almost out of date straightaway
Amy Pethers and Emma Lundy join wealth manager’s recently-launched ‘1762’ team