01/13/2020
Old Mutual Wealth adds 'scheme pays' feature to settle annual allowance breaches
Instead of building up large debts, clients can now use their personal pensions to pay their annual allowance tax charge where they have exceeded the limit.
Wealth and Asset Management
01/13/2020
Hargreaves defends fund underperformance in Wealth 50
Jupiter and Schroders funds singled out as buy list reaches first anniversary
01/13/2020
Dolfin Model Portfolios Outperform Their Benchmarks
Dolfin will release its Q1 2020 investment outlook later this month with full details of the performance of all of its portfolios in 2019
01/13/2020
Tilney pays out after failing to replace adviser
Ms L was without an adviser from July 2017 until she withdrew all her funds from Tilney in October 2018.
01/13/2020
St James’s Place pulls plug on Irish acquisition
Halting SJP’s planned DFM roll-out on the Emerald Isle
01/13/2020
Fairstone announces significant increase in client base
This solid performance is bolstered by a further three businesses joining Fairstone’s DBO programme in recent months
01/12/2020
Global Market Insights - WHIreland Wealth Management
Inevitably, not all assets provided such positive returns.
01/10/2020
Van Lanschot Kempen to recognise a goodwill impairment
The impairment reflects the application of IFRS standards and does not affect Van Lanschot Kempen’s liquidity position or CET 1 ratio, as the determination of CET 1 capital already deducts goodwill.
01/10/2020
Quilter scores £800m more in assets with fresh advisory takeover
Prescient was founded by managing director Chris Woodhams, who will retire following the deal.
01/10/2020
What a difference a year makes
Deon Gouws - CIO, Credo Wealth - 10 January 2020
01/10/2020
Wealth managers record strongest year of the decade
Wealth managers registered their strongest annual return of the decade in 2019 as the bull market proved it still had legs.
01/10/2020
New Premier Miton group sees £222m in outflows
“With UK political uncertainty beginning to lift, we believe that investor confidence will improve in 2020."
01/09/2020
Brewin Dolphin to Open Gatwick Office
Brewin Dolphin has closed its Reigate office and the employees from Reigate will re-locate to Gatwick and will continue to look after existing clients and offer financial planning and investment management advice to new clients in Surrey, East and West Su
01/09/2020
Rathbone Brothers reports surge in funds under management
The Investment Management business was up 11.7% from £38.5 billion at December, 31 2018, while the Unit Trusts business stands at £7.4 billion, up 32.1% from £5.6 billion at December 31, 2018.
01/09/2020
We’ve introduced a public portal for real-time tracking of cross-border payments
Similar to tracking the delivery of parcels, Standard Chartered’s clients and their counterparties can now obtain the status of any payments the Bank has processed in real-time
01/09/2020
Vanguard to enter financial advice market
New offering will be "bespoke to the UK" based on the needs and preferences of UK clients.
01/09/2020
Liontrust AUM hits £19bn with boost from Neptune deal
Ions said the funds managed by the sustainable investment team continue to experience strong flows, with its AUM increasing to more than £5bn.
01/09/2020
SJP graduates launch Aberdeen wealth business
Two St James’s Place advisers have launched a new representative office of the firm in Aberdeen.
01/08/2020
Fulcrum Asset Management launches Fulcrum Risk Premia Fund (UCITS)
The launch of the Luxemburg-domiciled UCITS vehicle is the culmination of over two years of in-depth research following over a decade of actual investing in alternative risk premia.
01/08/2020
UK wealth manager makes second acquisition
Firm says it will continue to pursue more deals in 2020 and is already being approached