01/23/2015

UBS and Julius Baer multi-asset specialists join Vestra Wealth

David Scott, founder and senior partner at Vestra Wealth, said: "As many of the global banks are restructuring their wealth management proposition in light of changes brought about by RDR to their revenue models, our core focus on looking after the c

01/16/2015

Cheviot co-founder exits

The combined business, with £14.2 billion in assets under management, then rebranded before being acquired a year later by Old Mutual Wealth for £585 million.