M&A, rebrands and Lloyds push: The biggest wealth management stories in recent months

M&A activity and senior appointments

Laura Dew
clock • 4 min read

Investment Week rounds up the top stories in the wealth management sector during a busy few months, as Rathbones confirms merger talks with Smith & Williamson.

April Neptune ditches wealth arm plans Neptune Investment Management decided not to go ahead with plans to launch a wealth management arm, as Matt Butcher left his role, a year after joining to head up the division. Coutts unveils online tool to tempt clients out of cash Private bank and wealth manager Coutts launched its first online investment tool, offering investors access to five Personal Portfolio funds. Coutts Invest allows clients to select the fund best aligned to their risk profile.  Service launched to help wealth managers unitise portfolios Investment Fund Services...

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