Brewin Dolphin goes live on Praemium International
Available to intermediaries working in the Channel Islands – for the time being
Brewin Dolphin
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UK wealth manager names Irish CEO successor
Current chief executive will step down after 25 years at the company
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PEOPLE MOVES: Brewin Dolphin, Praemium, BMO GAM
CEO change at UK wealth firm, while international platform makes C-suite promotion
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PEOPLE MOVES: Royal London, Deutsche WM, Momentum Pensions
Big name to depart mutual insurer, while German bank makes double senior hire
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PEOPLE MOVES: Singlife, Deutsche Bank WM, UBS
Deputy CEO hired at Singapore insurer, as German wealth manager targets UK family office growth
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Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
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PEOPLE MOVES: Axa, LGIM, Aviva
Insurer names group chief innovation officer, while investment manager hires compliance chief
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RL360 adds two Guinness multi-asset funds to guided range
They predominately use lower-cost index funds to gain market exposure
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Asset boost at Brewin Dolphin despite discretionary flow dip
Wealth manager’s profits hit by investment in technology and acquisitions
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Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers
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PEOPLE MOVES: Schroders PW, Pictet WM, AIA Malaysia
Advice joint venture poaches from Hargreaves Lansdown while wealth manager names CEO for Asia
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Independent women embrace financial freedom
It is becoming a bigger and bigger trend for spouses and partners to keep their finances separate