Tilney nabs from Smith & Williamson for investment director
Midlands presence continues to expand following Index Wealth Management deal
Charles Stanley
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Charles Stanley hires sales trio to target regional IFAs
Wealth manager raids Prudential, Suffolk Life and Morningstar for expertise
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Tilney loses more staff to Charles Stanley’s Scottish expansion
Wealth manager is seeking further hires for its new Aberdeen office
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Charles Stanley profits fall 26%
Front office hires and remuneration contribute to rising costs
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Discretionary funds drive Charles Stanley assets higher
Charles Stanley saw funds under management and administration (FUMA) rise in the three months to 30 June, driven largely by its discretionary service and positive market conditions.
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Charles Stanley poaches from rivals with double hire
Charles Stanley has appointed Geoffrey Cooban and Kate Nathoo as investment managers to expand its regional network.
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Charles Stanley poaches Tilney trio
Charles Stanley has nabbed three people from Tilney in a bid to boost its presence in Scotland.
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Charles Stanley bulks out intermediary and charity teams
Charles Stanley has made a double hire to boost its business in the intermediary and charities and trusts markets.
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Charles Stanley nears £25bn despite outflows
Despite £100m of net outflows, Charles Stanley ended the third quarter with total funds under management and administration (FUMA) closing in on £25bn.
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Charles Stanley warns on profit despite 53% increase
Charles Stanley has warned that without an increase in trading activity or other revenue, it is unlikely to meet its market expectations for 2017.
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Bearish Brooks Macdonald hires manager duo
Brooks Macdonald has strengthened its Hampshire-based investment team with the appointment of Jennifer Carter and Johnathon Rivers as investment managers, while reiterating its bearish stance on UK domestic stocks.
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Charles Stanley multi-asset launch targets ‘DIY’ investors
Charles Stanley has launched a range of five multi-asset funds, all risk graded and aimed at ‘DIY investors’.