Wealth Management Update

6th December 2016

BLANKSTONE SINGTON: adds its IHT strategy to Ascentric.
BREWIN DOLPHIN: AUM £35bn +
BROOKS MACDONALD: Chris Macdonald steps down as CEO to be replaced by Caroline Connellan. Also, forms an alliance with Dubai’s Abacus Financial Consultants.
EQUESTER CAPITAL: Neptune-backed DFM to launch in association with Raymond James.
FUNDBUILDING: if you are interested in non-correlated assets contact clive.menzies@fundbuilding.com
INVESTEC (W&I): AUM £50bn +
JAMES HAMBRO: Glenn Hawksbee joins as head of financial intermediary sales.
PREMIER AM: AUM £5bn + Also, lists on stockmarket.
RIVER PEAK: Shauna Bevan joins as Head of Investment Advisory (formerly at Charles Stanley).
ROWAN DARTINGTON: AUM £1.5bn + Also, opening in Edinburgh.
WH IRELAND: Kuwaiti European Holdings takes stake.
WREN INVESTMENT OFFICE: new multi-family office opens in London.