06/20/2014

Time for Barclays to rethink its wealth strategy

If he really can’t bring himself to sell UK wealth, Jenkins should, at the very least, sell the Americas, where his brokerage business looks distinctly sub-scale and the Barclays brand, more than a little careworn.

06/18/2014

Wealth management firm launches DFM service

Advisers who wish to use the service will be given a full risk-profiling pack which they will need to complete with clients before being able to match them to a Montage portfolio.