Wealth Management
Profiles & Comment | 9 Sep 16
Wealth manager profile: Quilter Cheviot’s David Loudon
A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.
Rowan Dartington to offer DFM services to int’l advisers
UK-based discretionary fund manager Rowan Dartington, which is part of St James’s Place, has launched a new division to extend the group’s services to English-speaking advisers around the world.
Retirement | 16 Aug 16
Wealth management to undergo big changes in the next 5 years
Wealth management businesses will look markedly different in five years’ time, says WH Ireland’s chief executive Richard Killingbeck.
Profiles & Comment | 12 Aug 16
SJP’s Ralph on acquisitions, opportunities and vertical challenges
Fresh from an acquisition spree in the UK, wealth manager St James’s Place is taking its pioneering business model east in its next phase of growth.
Brewin Dolphin underpinned by strong discretionary flows
UK wealth manager Brewin Dolphin has reported a 3.5% increase in discretionary funds under management to £26.8bn ($35bn, €32bn) during its third quarter.