Wealth managers battle to keep pace with robo technology
Tech upgrades become almost out of date straightaway
Brewin Dolphin
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Brewin Dolphin poaches wealth duo from rival firms
Amy Pethers and Emma Lundy join wealth manager’s recently-launched ‘1762’ team
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What irks northern wealth managers about fund groups
Is access to fund groups adequate if you are based outside of London?
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Sanlam swipes Brewin investment manager for sales team
Wealth manager looks to improve client engagement with expanded team
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Sanlam UK boss continues buying spree with Thesis deal
‘Move is clearly designed to help push Sanlam towards the big, established players’
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Brewin Dolphin looks to Ireland as activity slows in UK
FTSE 250 firm reportedly pipped out Rathbones to enter exclusive talks with Investec
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Brewin Dolphin hiring spree continues with Coutts hire
It is the fifth appointment to recently-launched ‘1762 from Brewin Dolphin’ team
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Brewin Dolphin spends £35m on custody system revamp
Wealth manager chooses same software provider as Smith & Williamson, Canaccord Genuity and Coutts
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DFMs argue investors face bigger risks than Brexit
Cash could be the wrong place to be on no deal
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Former Brewin man to roll out wealth management firm
Henry Algeo will spearhead Arden Partners’ spin off
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Guinness AM teams up with Brewin Dolphin on multi-asset funds
Balanced and growth funds aimed at expat investors and their advisers
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WH Ireland ropes in ex-Brewin heavyweight for wealth management transformation
Wealth manager posted £1.6m loss for 2018