St James’s Place partner firm eyes Scotland expansion
As it believes Highlands are a ‘massive untapped opportunity’ in the advice sector
News
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Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise
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Saffery Champness builds Cayman presence with acquisition
It already operates in Switzerland, the Channel Islands and Dubai
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Advice consolidation ‘weakens’ focus on clients
As DFM unveils manifesto to address problems faced by IFAs
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Sanlam and Allianz partner to create pan-African insurer
They will combine current and future operations across the continent
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Hartley Pensions names CEO
Just two months after receiving a ‘no new business’ restriction from the FCA
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Natixis IM unveils portfolio-building platform
It will be available to IFAs, private banks and institutional investors
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PEOPLE MOVES: Tilney S&W, GBST, Stonehage Fleming
Wealth group hires CEO of fund administration, while platform names CCO
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Pension poverty a real risk after a divorce
‘It’s critical that couples take time to discuss one of their single most valuable assets’
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How can wealth firms be successful in Latam?
Companies ‘try to impose too much of a European or American style business culture’
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At least 10 more years of high-paced UK wealth manager M&A
‘Value-creation opportunities remain significant for both current and new participants’
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Pension savers recoup more than £22m in tax
As ‘clunky’ and ‘complex’ system blamed for overpayments