Close Brothers unveils new regional hub
Cheltenham office opened in August
Wealth Managers
-
-
WH Ireland shares plummet after urgent placing and wind-down warning
Cash had fallen below FCA capital requirements before £5m was raised through rapid sale of ordinary shares
-
Evelyn Partners sees record half year inflows as CEO switch nears
Assets under management and advice rose to £54.9bn
-
Raymond James unveils new hub in Fulham
Branch will offer bespoke investment services across southwest London
-
Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
-
Hurst Point Group acquires London wealth firm
Deal boosts assets under management to around £5bn
-
Starting out? ‘Be your authentic self’
Vanessa Eve on the importance of education in the wealth management industry, empowering clients to make the right investment decisions and being true to yourself
-
Succession’s Andrew Barker: ‘Change brings opportunity’
Director of proposition on recognising the value wealth management can bring to clients and the importance of keeping an open mind
-
Saltus’ Jon Macintosh: ‘Our job is to save clients from themselves’
Advisers should be offering solutions that improve their clients’ lives while steering them away from passing trends
-
Dan Boardman-Weston: Long-term sustainable investments beat big bets
BRI Wealth Management CEO also backs allocating a portion of investor capital to thematic ideas
-
Hawksmoor’s Ian Bailey: Process has to fit the client, not the other way round
‘Wealth managers try and undercut each other, but we find that clients increasingly recognise you get what you pay for’
-
Half-time scores – how the investment industry is faring in 2022
Severe share price slumps and outflows widespread across the asset and wealth management sector though there are a few anomalies