09/04/2014
In-house fund dilemma: Wealth managers split over future of products
The FCA is expected to reveal its findings at the end of September
09/04/2014
The FCA is expected to reveal its findings at the end of September
09/04/2014
The wealth management group also offers CloseToMyPension Dynamic
09/04/2014
“Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions.”
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
The firm manages around £85 million of clients’ assets in the portfolios.
09/02/2014
A combination of performance and customer service has won increasing amounts of business through the IFA market
09/02/2014
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
Following this transaction Bank will serve about 20,000 clients with approximately EUR 34 billion assets under management.
09/02/2014
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
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
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
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 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
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
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 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
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.