Wealth Manager

  • Rathbones considers appeal in Jersey trust battle

    Rathbones considers appeal in Jersey trust battle

    Rathbone Brothers is deciding whether or not to lodge an appeal after a legal battle against a former employee and director drew to a close.

  • 3i sells Bestinvest stake to Permira

    3i sells Bestinvest stake to Permira

    Private equity group 3i has sold its majority stake in UK wealth manager Bestinvest to Permira.

  • What powered Nutmegs first year returns

    What powered Nutmegs first year returns

    Nutmeg has attributed its first year’s performance to gains from developed stock markets, namely small and mid-sized UK and US companies and more lowly valued European and Japanese equity markets.

  • pa wealth manager awards 2014 entries open

    pa wealth manager awards 2014 entries open

    Following the success of the inaugural Portfolio Adviser Wealth Manager Awards 2013, entries for next year’s coveted awards will open on Monday 14 October.

  • New Mercer service helps advisers

    New Mercer service helps advisers

    Mercer is launching a new bespoke research and monitoring service to enable advisers to oversee potential issues in their clients’ funds.

  • Reyl opens London office

    Reyl opens London office

    Reyl & Co is opening a London office which will focus predominantly on wealth management, the Swiss bank has announced.

  • pa wealth manager Awards entries close monday

    pa wealth manager Awards entries close monday

    Entries for the Portfolio Adviser Wealth Manager Awards close on Monday 15 October.