private clients

Former Odey Wealth investment director resurfaces at Waverton

People moves

Former Odey Wealth investment director resurfaces at Waverton

Alexander Cottrell joins

clock 07 February 2024 • 1 min read
Tyndall expands investment team with triple hire

People moves

Tyndall expands investment team with triple hire

All join from Walker Crips

clock 10 May 2023 • 1 min read

Investment

Whitman rebrands amid double hire and private client business launch

Araminta Le Flufy set to become CEO

clock 08 October 2020 • 2 min read

UK

Home bias remains an issue among wealth managers

Follows UK investors' heavy weighting towards UK assets

clock 24 May 2019 • 4 min read

Markets

Quilter Private Client Advisers makes £130m double acquisition

Undisclosed fee

clock 31 January 2019 • 1 min read

UK

Charteris' Williams cuts 90% cash position to snap up UK stocks during October falls

Manager anticipates post-Brexit tailwinds

clock 31 October 2018 • 3 min read

Platforms

Revealed: The shortlists for the UK Platform Awards 2018

Including 'Leading Adviser' categories

clock 23 August 2018 • 2 min read

Advisory

OMW advice arm makes £33m acquisition

Firm founder retiring

clock 07 November 2017 • 1 min read

People moves

Quilter Cheviot hires trio for new investment team

Arthursson to lead new private client team

clock 21 September 2017 • 1 min read
Most read
01

Four Graphs explaining India

12 February 2024 • 4 min read
02

FCA opens investigation into Home REIT

13 February 2024 • 3 min read
03

JP Morgan Global Growth & Income launches up to £40m fundraise amid wealth manager demand

13 February 2024 • 2 min read
04

UK wage growth defies forecasts but slows to lowest level in more than a year

13 February 2024 • 3 min read
05

Shawbrook Bank owners consider London IPO - reports

12 February 2024 • 1 min read
Trustpilot