08/11/2015
Sanlam acquires Hampshire IFA
The deal, which is for an undisclosed fee, will see FA Watts become part of restricted advice firm Sanlam Wealth Planning.
Wealth and Asset Management
08/10/2015
Britain's oldest bank goes digital as it launches mobile app
Banks are seeing huge growth in digital banking, with millions of people now using just their mobile apps to manage their money.
08/10/2015
What’s the biggest threat to the City?
The technology that threatens to put bankers out of business
08/10/2015
Exposed: the rip-off investment 'advisers’ who cost British expats billions
A Telegraph Money investigation has found British savers living abroad are being charged up to seven times more for financial advice than they would in the UK
08/10/2015
Quilter Cheviot Launches Zurich Wrap
The investment management firm pioneered the development of professional investment outsourcing solutions for financial advisers with the launch of its MPS in 2001.
08/10/2015
Is the UK wealth management industry in terminal decline?
Access to research about the best and worst performing funds was sewn up tight by big companies.
08/10/2015
Coutts Launches Exclusive Online Concierge Service for Money Can’t Buy Experiences
Coutts clients value expert and tailored banking and wealth management advice and alongside that expect equally exceptional concierge support.
08/10/2015
Saunderson House: “We want to ask fund groups: 'When are fees coming down?’”
These reviews have caused significant downward pressures on profits for wealth managers
08/10/2015
Robo wars: 5 big disruptive threats facing wealth firms
Developments in the US should serve as a warning for traditional UK wealth managers to take the digital threat seriously.
08/10/2015
EU confirms its endorsement of Guernsey
The EU Commission has confirmed its continued endorsement of Guernsey as a cooperative jurisdiction following a meeting between officials in Brussels.
08/09/2015
"What have the Romans done for us": History lessons for long-term planning by Penny Lovell
As I sat taking in my surroundings, what struck me was how many of the great Roman investments in architecture and infrastructure have stood the test of time, and how Monty Python’s response is still applicable today.
08/09/2015
Wealth management is an industry built on trust
Trust games: Europe’s NextGen HNWI more sceptical than US peers
08/09/2015
Cowes Week sailing regatta travel guide
Aberdeen Asset Management Cowes Week is the season’s most laid-back event
08/07/2015
IFP plans merger with CISI
The CISI said that the merger would benefit its own members by widening the choice of qualifications and professional development pathways available, ‘extending the opportunities for them to develop their careers in the field of wealth management&rs
08/07/2015
Barclays' McFarlane bans jeans and flip-flops in culture clampdown
It said that while dress-down Fridays could still go ahead with jeans, trainers and T-shirts all permissible, flip-flops face an outright ban.
08/07/2015
WH Ireland to shut Birmingham office
There is a lot of sensitivity involved when you close an office and you have to be careful about relocating people
08/07/2015
Brewin withdraws managed service for sub-£150k clients
The move coincides with the recent launch of Brewin’s direct-to-client service,
08/07/2015
Heartwood switches all funds to unclassified sector
In common with a number of other risk managed multi-asset fund ranges, we believe the unclassified sector is currently the best available option.
08/07/2015
SJP and Rowan Dartington tie-up to drive UK and Asia expansion
Coxell said the firm was already performing strongly, opening three new branches, increasing its headcount by 40% and growing its assets under management to £1.1 billion in 2014.
08/07/2015
Tax concerns drive wealth manager clients to increase ISA savings
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.