PA Wealth Manager Profile David Coombs
Rathbones multi-asset head outlines his willingness to use the phone book and kiss some frogs to find new investment opportunities
Wealth Management
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Demographics regulation still driving WM MA
Demographics and regulatory issues are likely to continue to drive M&A within the wealth management space, says Bellpenny CEO, Kevin Ronaldson.
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Wealth manager numbers paint rosyish picture
While a few notes of caution were raised in the spate of wealth manager results released in the last few days, the outlook is generally fairly sanguine.
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Pricing shift on track Brewin
According to Brewin Dolphin, it remains on track to finalise its new advisory pricing structure by year-end but has seen outflows from the business as a result.
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Fines weigh heavy on Credit Suisse earnings
Despite improved cost control and an increase in assets under management, the groups wealth management division saw earnings fall.
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Ashcourt COO leaves amid board reshuffle
Ashcourt Rowan announced today COO, Richard Sinclair, has stepped down with immediate effect.
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Profits up as WH Ireland narrows focus
A move away from third-party administration and a continued reorganisation of the business has reaped rewards.
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Schroders among new investors in Nutmeg
Schroders is among the new investors in an online wealth management platform called Nutmeg.
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Brewins profits jump despite advisory outflows
The wealth manager saw a 215% jump in pre-tax profits as redundancy costs fell and discretionary AUM rose.
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Investec reports 4bn in combined full year inflows
Reporting a 6% jump in operating profit for the year to end March 2014, Investec said its wealth and investment business grow just over 30%.
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Survey finds rising ire at wealth management fees
Survey indicates wealth management clients may be growing less tolerant of fee levels
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Biggest issues facing wealth managers today
Falling adviser numbers and an advice gap are just two of the wave of changes that are uppermost in wealth managers minds, according to research company Aite Group.