ANALYSIS: The dangers of wealth management consolidation
Wealth management and financial advice firms have been snapping up their peers at some rate in the post RDR world, but in recent months this has been kicked up a gear.
Wealth Management
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Brooks Macdonald creates deputy CEO role for Shepherd
Brooks MacDonald has appointed Andrew Shepherd to the newly created role of deputy chief executive.
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Neptune hires Swiss head to boost country growth
Independent fund management company Neptune Investment Management has appointed a head of Switzerland as it looks to grow its business in the country.
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Ashes Investment Blog: Funds, runs and the quest for balance
As with markets, so with cricket. After the variable bounce infused contest that saw Australia comprehensively beaten in Cardiff, the second test had started much more poorly for England on a road of a pitch at Lords – an indication of just how quickly things can change.
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Laser-focused on wealth management – Abberley
Charles Stanley’s recently approved strategy to focus with laser-like precision on wealth management is based on three things, says CEO Paul Abberley.
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Standard Life names financial planning service 1825
Standard Life has decided to call its new UK-wide financial planning business 1825 to evoke the investment and savings company’s long heritage.
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Asia ‘behind curve’ in use of passive strategies
Global flows into exchange-traded funds may be steadily rising, but ETF usage is lagging among wealthy clients in Asia, according to Roger Bacon, Asia-Pacific head of managed investments at Citi Private Bank.
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Big data to influence product manufacturing: Cerulli
Digital disruption is upending the wealth management industry and it could also have an impact on the product manufacturing process, according to Cerulli Associates.
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Barclays shares climb following CEO sacking
Barclays shares have climbed 3% following the sacking of chief executive Antony Jenkins.
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Greek crisis causes surge in investors seeking professional advice
The number of investors looking for help from wealth management firms has soared as the situation in Greece sparks greater market volatility.
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Lloyds expands expat service for non-doms in UK
Lloyds Bank has announced an expansion of its London Expat Service to tap to the growing number of high net worth individuals moving into the UK.
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IDAD aims to grow African business with new hire
Investment Design & Distribution (IDAD), the UK-based structured products specialist, said it is looking to grow its business in Africa with the appointment of Graeme McCallion.