08/19/2015
‘Dumped’ wealth management clients wooed with chocolates
Brewinsdirect boasts of a total cost of less than 1 per cent a year, while Nutmeg charges 0.75 per cent plus the funds’ own charges.
Wealth and Asset Management
08/19/2015
Golfers Are Better Investors ... Right?
Don't believe what you read.
08/19/2015
The Currency-Hedged ETF Wars Are Upon Us
With billions of dollars at stake, the push is on launch currency-hedged ETF iterations of nearly anything.
08/18/2015
Wealth firm makes Darlington switch
Being in a prime location shows our intent on being at the top of our game
08/18/2015
Wealth management M&A to rise as competition heats up
A broad look at the UK’s wealth management sector reveals a fragmented industry with many smaller players still operating in niche areas.
08/18/2015
RBS agrees to sell Luxembourg fund Business
The sale of the state-backed bank’s Luxembourg-domiciled fund governance business, called RBSL, for an undisclosed sum is at a significant premium to book value
08/17/2015
But what does it mean ? by Tim Price
“Risk is what’s left over when you think you’ve thought of everything.” - Carl Richards.
08/16/2015
Not to be taken with a pinch of salt: the impact of families and their businesses by Penny Lovell
It’s not just recipes in the area that have been influenced by families.
08/14/2015
Nutmeg targets 'dumped' Brewin Dolphin clients
As part of the campaign, titled 'Been Dumped by Brewin Dolphin?', Nutmeg, led by former Wealth Manager cover star Nick Hungerford (pictured), is offering those who switch from Brewin three months of free portfolio management.
08/14/2015
Ex-Killik and Ashcourt Rowan men team up with SJP
The new company is based out of St James’s Place’s Leeds office.
08/13/2015
City Financial to acquire Investec W&I multi-asset range
The funds' management arm, formerly WDB Asset Management, was renamed as IWI Fund Management in June 2014.
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
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