Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership
Wealth Managers
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Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study
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AIC: Institutional investors own half of all trust shares
Institutions hold £89bn in investment company shares
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Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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T. Rowe Price to run income model portfolio for Mattioli Woods
Head of multi-asset solutions Yoram Lustig and multi-asset solutions strategist Michael Walsh named investment advisers
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Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half
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Alpha FMC appoints UK wealth management director
Scott Lee has previously held roles at KPMG, Citibank and Aviva
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Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed
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Sarasin & Partners names six new partners
Two in the charities team and four working with private clients
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Evelyn Partners books net flows of £545m as assets hit £55.6bn
Gross inflows were up 38% to £1.8bn
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Brooks Macdonald suffers Q1 net outflows
But anticipates flows to turn positive in FY24 as a whole