01/09/2013
Rathbones looks forward to 2013 with more optimism, although markets do remain fragile as governments, particularly in the US, the UK and the Eurozone, battle with difficult economic and financial conditions.
01/09/2013
In this year's global survey, RBC Investor Services finished first in eight of the 12 service categories, helping to secure its number one position in the un-weighted overall ranking.
01/09/2013
"The ending of life companies paying commission to IFAs and other sales people should help to lower new business churn and improve margins. Adjusting business models to cope with this may not be easy."
01/09/2013
Switzerland's UBS has yet to purge itself fully of the culture of arrogance that put it at the centre of a global interest rate scandal, its investment banking chief said on Wednesday.
01/09/2013
Bellpenny acquires four IFAs worth £300m
Bellpenny now has 2,500 clients.
01/08/2013
It praised Standard Life for abandoning commission in 2006
01/08/2013
We all got probably too arrogant, too self-convinced that things were correct the way they were
01/07/2013
The firm said it made no acquisitions in 2011 and in fact declined on a number of offers.
01/07/2013
Sarasin & Partners have announced that the two funds of funds, the Sarasin Global Diversified Fund of Funds and the Sarasin Global Equity Fund of Funds, which were launched last year, have been added to a range of platforms.
01/06/2013
The year ahead is set to be as tumultuous as the past few years as the eurozone continues to navigate its way out of a debt crisis, the BoE welcomes a new governor and the US tackles the fallout of the fiscal cliff.
01/06/2013
All independent financial advice previously provided by Clarion will be provided by Clarion Wealth Planning. Discretionary investment management services will now be supplied by Clarion Investment Management.
01/06/2013
The change has come into effect immediately and follows a rush of investment managers moving to streamline their retail and institutional share classes in time for the retail distribution review.
01/03/2013
Full details to be announced internally later in January
01/03/2013
Move to restricted among larger firms contrasts sharply with survey figures for wider IFA sector.
01/03/2013
“It’s a stark reminder that financial services are one of the only globally competitive businesses that the UK has.”
01/03/2013
Its final milestone was reached on December 31, when its specialist Family Suntrust family SIPP went live as an RDR-ready retirement solution
01/02/2013
The money will be invested on a platform
01/02/2013
Platform Plus is part of OCM Wealth Management’s IFA brand ‘Daedalus’
01/02/2013
Growth for the 26 year old firm has been achieved through a 66% increase in AUM from US clients domiciled in the UK
01/01/2013
The firm has had a busy year, undergoing two acquisitions, key hires and a programme of change, and as it previously lamented, 2012 turned out to be a 'difficult' year as markets remained volatile.