08/13/2015
Planners must fight to preserve voice amid IFP merger
Talking to financial planners, responses have been rather mixed, with some questioning why we even need a merger in the first place
Wealth and Asset Management
08/13/2015
Brewin Dolphin rebrands Managed Funds Service
Johnson said that after the rebrand, Brewin will also look to broaden its current range of five risk-rated portfolios.
08/12/2015
Sesame cuts 69 jobs as wealth network shuts doors
Sesame announced the closure of its advice network to wealth appointed representatives following a business review.
08/12/2015
Lord Rothschild shuns the US to plough cash into the Eurozone
The question now is whether stock market values are sustainable as interest rates rise and quantitative easing tails off
08/12/2015
Old Mutual creates investment division, reshuffles management
Both companies would retain their brands and independence in regard to investment selection
08/11/2015
CISI merger:OCM Wealth warns of 'death of chartered planner'
'In my opinion, the CFP alone does not give me the required in-depth knowledge to be a specialist in the individual advice areas as is required with the CII and CISI to become Chartered.
08/11/2015
deVere’s Nigel Green wins Finance Monthly CEO award
The 2015 Finance Monthly CEO Awards celebrate the success, innovation and strategic vision of CEOs across a number of sectors and industries.
08/11/2015
Sanlam acquisition puts wealth assets at £1bn
Sanlam Wealth Planning has acquired a wealth management firm with more than £150m in assets, taking the division’s total assets to more than £1bn.
08/11/2015
Queen Victoria’s castle goes on sale for £1m only
The ground floor has a number of fine reception rooms
08/11/2015
Dousing expectations - St. James's Place Wealth Management
For markets that remain ‘data-dependent’ – jittering in response to any and every signal of the health of the global economy – the end of the week offered the chance of some definite answers to the questions of when the US and UK w
08/11/2015
ABN Amro wins back pre-break-up clients
ABN Amro has won back many of the corporate clients acquired by rivals Royal Bank of Scotland and Deutsche Bank and the Dutch lender aims to repeat the trick in Brazil, according to its chief executive.
08/11/2015
Sanlam acquires Hampshire IFA
The deal, which is for an undisclosed fee, will see FA Watts become part of restricted advice firm Sanlam Wealth Planning.
08/10/2015
Britain's oldest bank goes digital as it launches mobile app
Banks are seeing huge growth in digital banking, with millions of people now using just their mobile apps to manage their money.
08/10/2015
What’s the biggest threat to the City?
The technology that threatens to put bankers out of business
08/10/2015
Exposed: the rip-off investment 'advisers’ who cost British expats billions
A Telegraph Money investigation has found British savers living abroad are being charged up to seven times more for financial advice than they would in the UK
08/10/2015
Quilter Cheviot Launches Zurich Wrap
The investment management firm pioneered the development of professional investment outsourcing solutions for financial advisers with the launch of its MPS in 2001.
08/10/2015
Is the UK wealth management industry in terminal decline?
Access to research about the best and worst performing funds was sewn up tight by big companies.
08/10/2015
Coutts Launches Exclusive Online Concierge Service for Money Can’t Buy Experiences
Coutts clients value expert and tailored banking and wealth management advice and alongside that expect equally exceptional concierge support.
08/10/2015
Saunderson House: “We want to ask fund groups: 'When are fees coming down?’”
These reviews have caused significant downward pressures on profits for wealth managers
08/10/2015
Robo wars: 5 big disruptive threats facing wealth firms
Developments in the US should serve as a warning for traditional UK wealth managers to take the digital threat seriously.