Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership
Wealth Management
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London & Capital and Waverton IM to merge into £17bn wealth manager
Lovell Minnick Partners (LMP) will take a majority shareholding
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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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What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
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CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm
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Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study
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Exploring the complexities of global wealth management for high-net-worth clients
As the wealth management landscape continues to evolve
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Where are the opportunities and challenges for the APAC wealth management sector?
As demand for wealth management services in the region increases
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Financial planner makes second acquisition with plans to expand
Following its inception in October 2023
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Q&A with Simplify Consulting
As the firm gives an outlook on 2024
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US marketplace evolution: The new horizon for international wealth managers
As cross-border wealth management looks to be a standout area for expansion and innovation
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Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed