08/14/2015
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
The new company is based out of St James’s Place’s Leeds office.
08/13/2015
The funds' management arm, formerly WDB Asset Management, was renamed as IWI Fund Management in June 2014.
08/13/2015
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
Johnson said that after the rebrand, Brewin will also look to broaden its current range of five risk-rated portfolios.
08/12/2015
Sesame announced the closure of its advice network to wealth appointed representatives following a business review.
08/12/2015
The question now is whether stock market values are sustainable as interest rates rise and quantitative easing tails off
08/12/2015
Both companies would retain their brands and independence in regard to investment selection
08/11/2015
'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
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 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
The ground floor has a number of fine reception rooms
08/11/2015
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 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
The deal, which is for an undisclosed fee, will see FA Watts become part of restricted advice firm Sanlam Wealth Planning.
08/10/2015
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
The technology that threatens to put bankers out of business
08/10/2015
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
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
Access to research about the best and worst performing funds was sewn up tight by big companies.