09/03/2014
Head of financial planning Danny Cox (pictured) said the service would likely involve a self-select risk-rated model portfolio service, but added the finer details, such as a time-frame for a launch, were yet to be decided.
09/03/2014
An adviser fears that the struggle to find a good paraplanner could hold back his new company.
09/02/2014
Cambridgeshire IFA gets nod on discretionary permissions
The firm manages around £85 million of clients’ assets in the portfolios.
09/02/2014
Psigma: ‘Back to basics’ wins IFAs over
A combination of performance and customer service has won increasing amounts of business through the IFA market
09/02/2014
European Wealth Group opens Manchester office
With European Wealth's strong investment performance, delivering above average returns for clients, and an emphasis on delivering a personalised service through local, trusted professionals
09/02/2014
ABN AMRO further strengthens private banking in Europe
Following this transaction Bank will serve about 20,000 clients with approximately EUR 34 billion assets under management.
09/02/2014
Novia takes £250k stake in advice firm
Tavistock Investments incorporates advice business Tavistock Partners and discretionary firm Tavistock Wealth.
09/02/2014
The agenda for the day includes a variety of panel sessions
09/02/2014
Guernsey Finance’s annual industry update is getting a fresh look this year, with a debate on risk appetite taking centre stage.
09/01/2014
Barclays’ Spanish wealth management division changes hands
Will consolidate its leadership in Spain, gaining approximately 550,000 new customers, mainly from the retail banking and private and personal banking divisions, as well as a network of 270 branches and approxima
09/01/2014
Funds gaining traction in discretionary portfolios
JP Morgan Private Bank and UBS Wealth Management see increasing use of funds in discretionary portfolios. A house view is also seen as synonymous with use of funds.
09/01/2014
Brewin slashes £13m off tech writedown bill
Along with this impairment charge, the Brewin said would need to pay a further £15 million over the next 10 years under original contracts.
09/01/2014
Invesco loses top spot to SJP in rankings
Invesco Perpetual’s status as the UK’s supreme fund management empire could be slipping through its fingers as it prepares to plunge from first to fourth in the domestic fund rankings.
09/01/2014
Bellpenny adds £108m assets with Glasgow IFA buy
Its most recent - and largest - buy came last month when it acquired Torquil Clark from Skipton Building Society for an undisclosed sum
08/31/2014
Charles Stanley closes Liverpool office
The office was opened in 2010 and from the site on Chapel Street, Charles Stanley offered investment management and employee benefits.
08/29/2014
Heartwood: Handelsbanken inflow is 'just getting going'
Heartwood Investment Management’s tie-up with Handelsbanken is already starting to bear fruit, marked by £650 million in gross inflows since the deal completed in May 2013.
08/29/2014
Platforms launch new advice services for IFAs
Three platforms Skandia, FundsNetwork and Axa Wealth’s Elevate have developed microsites, services and charging structures to help financial advisers get their businesses in shape.
08/29/2014
Coutts sets aside £110m for payments over unsuitable investments
The 300-year-old bank, owned by the Royal Bank of Scotland and whose customers include the Queen, has set aside the provision as part of a review of its advice to clients dating back to about 1950.
08/28/2014
Malta attracts global investors following changes to trust framework
08/28/2014
Amundi plans to become one of the first asset managers to launch an international fund in direct response to new thinking around the annuity needs of retirees