Jack McRae

Company will be the major rowing event's first wealth management partner, offering financial planning to members and athletes taking part in the event's 400 races.

The appointments of Chris McGuinness, Jan Thompson and George Haggas come after the recent deal to buy Vermeer Parners.

Ilga Haubelt has been appointed head of investments in the first hire made under new UK Wealth CEO James Morrell.

Julius Baer International CEO discusses the balance between relationship-driven wealth management and responding to industry change with the launch of model portfolios.

Landmark move follows the lifting of a ban on crypto ETNs for retail investors in October last year.

Flows show more large wealth managers turning to building block funds.

Exclusive Citywire survey of 232 UK wealth management employees shows a steady return to the office, though mid-career staff continue to demand more flexibility.

The fund manager believes that companies with good balance sheets in the small to mid-cap space present a strong opportunity.

Exclusive Citywire survey of 232 UK wealth management employees shows heads of research are most concerned about AI, with CIOs least fearful.

Benji Dawes and Jon Hudson have been removed as managers of the UK Growth and Responsible UK funds following the review, which has also resulted in a global fund shutting down.