Simon Clarke: Why old-fashioned wealth managers should ‘think of the children’
Wealth managers must keep up or risk losing out in the face a new generation of tech-savvy investors
Wealth Management
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Standard Life Wrap tech personalises portfolios for mass market
David Tiller says traditional bespoke services will still have their place
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Women-only wealth manager network launches
Raymond James pushing to increase the number of females in wealth management
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Heartwood Wealth Management boss joins Pimfa
Tracey Davidson part of a trio of appointments at the industry body
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Strong Asia performance boosts HSBC profits
HSBC’s commercial banking, retail banking and wealth management divisions perform strongest in the first half of the year.
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European Wealth rebrands as losses widen
European Wealth’s string of losses continues following a major overhaul of the business, which will see it rebrand to take advantage of what it sees as a “fragmented” UK wealth management marketplace.
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Wealth giant unveils rebrand following £6bn merger
A recently-merged £6bn wealth management giant has revealed a new brand for its combined financial advice business.
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Iboss’ Metcalfe: How I reinvented the wheel
Nearly 10 years after launching, Iboss continues to go from success to success. Co-founder Chris Metcalfe puts this down to fortuitous timing and the value of having a good reputation behind the brand.
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Unexpected Mifid costs hit profits at WH Ireland
Unexpected costs in implementing Mifid II changes have hit profits at WH Ireland over the past year despite revenue improving, the firm said on Friday.
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Old Mutual Wealth drops name in favour of Quilter
Old Mutual Wealth is to be renamed Quilter PLC once its managed separation from the wider Old Mutual group completes next year.
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Wealth boutique snaps up former SAGA finance chief
Former SAGA boss Stuart Howard has joined boutique wealth manager Lockhart Capital Management as a non-executive chairman.
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SJP freshens up investment approach
St James’s Place has brought in managers from Schroders and Select Equity Group to run funds amid a raft of changes to its investment offering coming into force in November.