Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager
wealth managers
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
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Three quarters of advisers expect real estate allocations to rise
200 professionals working for clients with over £200,000 were quizzed
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Redmayne Bentley acquires client assets from stricken Blankstone Sington
Liverpool-based wealth manager went into administration last October
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Söderberg and Partners continues UK expansion with stakes in four IFA firms
The Swedish wealth manager has now made investments in 11 UK firms
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SJP adds to CIO office with hire from Cazenove Capital
Corinne Lord joins the wealth manager
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Brooks Macdonald names new head of wealth
Alex Charalambous to take on the role from 8 April
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Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
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Titan Wealth rebrands Cardale Asset Management
The investment management business was acquired by Titan in 2022
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Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half