Wealth manager Brown Shipley has appointed former Julius Baer executive Gordon Scott as head of strategic partnerships and entrepreneurs network.
Read more ...Brown Shipley focuses on entrepreneurs with new hire
- Thursday, 19 November 2020
- Articles

Raymond James exec to chair CISI Wealth Forum
- Friday, 09 October 2020
- Articles

Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.
Read more ...M&G creates £28bn new wealth manager
- Wednesday, 30 September 2020
- Articles

Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
Read more ...Covid-19 could have “profound” impact on UK wealth sector
- Tuesday, 30 June 2020
- Articles

One of the authors of a new global wealth management report believes that the Covid-19 outbreak could have a “profound” impact on the UK wealth management sector which has flourished in recent years.
Read more ...S&W promotes 22 as Tilney mega-merger nears
- Friday, 26 June 2020
- Articles

Smith & Williamson has made 22 senior promotions as it prepares for its £44bn merger with Tilney set to create one of the UK’s biggest wealth management and Financial Planning firms.
Read more ...SJP sees £250m yoy fall in inflows as pandemic bites
- Tuesday, 23 June 2020
- Articles

Wealth manager St James's Place saw a year-on-year drop in gross and net inflows in May, the firm said today in a trading update.
Read more ...Financial Planners need to transform - report
- Monday, 22 June 2020
- Articles

With all the choices available and accelerating digital disruption, Financial Planners need to transform if they are not to face commoditisation, says a new report.
Read more ...Edinburgh private bank hires new Financial Planning director
- Thursday, 21 May 2020
- Articles

The Edinburgh-based private bank Adam & Company has appointed former Barclays Wealth Planning director Andy Hall as its new Financial Planning director.
Read more ...PIMFA revamps executive team structure
- Tuesday, 31 March 2020
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Wealth management trade body PIMFA has made a number of organisational changes to its policy team.
Read more ...SJP recruiting 100 advisers a month as total nears 4,300
- Friday, 31 January 2020
- Articles

Wealth manager St James’s Place says its adviser numbers grew by more than 300 in the past quarter to 4,271 - up 8%.
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