Investment Week www.investmentweek.co.uk Partner Insight: Advisers - want to feel closer to your clients? <img alt="Partner Insight: Advisers - want to feel closer to your clients? " src="https://www.investmentweek.co.uk/api/v1/wps/4313c18/f86e6153-dec5-484a-bf58-e58fc1154dfd/7/CAF-report-2023-pic-2-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/4313c18/f86e6153-dec5-484a-bf58-e58fc1154dfd/7/CAF-report-2023-pic-2-185x114.jpg https://www.investmentweek.co.uk/sponsored/4169622/partner-insight-advisers-feel-closer-clients https://www.investmentweek.co.uk/sponsored/4169622/partner-insight-advisers-feel-closer-clients https://www.investmentweek.co.uk/sponsored/4169622/partner-insight-advisers-feel-closer-clients Thu, 8 Feb 2024 05:16:08 +0000 Partner Insight: How philanthropy advice could head off a client crisis <img alt="Partner Insight: How philanthropy advice could head off a client crisis" src="https://www.investmentweek.co.uk/api/v1/wps/23af23e/2ca30371-8696-4364-9400-2bf211cf3cf5/11/CAF-report-2023-pic-1-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/23af23e/2ca30371-8696-4364-9400-2bf211cf3cf5/11/CAF-report-2023-pic-1-185x114.jpg https://www.investmentweek.co.uk/sponsored/4169601/caf-advising-the-giving-generation-philanthropy-advice-head-client-crisis https://www.investmentweek.co.uk/sponsored/4169601/caf-advising-the-giving-generation-philanthropy-advice-head-client-crisis https://www.investmentweek.co.uk/sponsored/4169601/caf-advising-the-giving-generation-philanthropy-advice-head-client-crisis Tue, 6 Feb 2024 05:10:24 +0000 Transact co-founder and former CEO Ian Taylor dies aged 58 <img alt="Transact co-founder and former CEO Ian Taylor dies aged 58" src="https://www.investmentweek.co.uk/api/v1/wps/367e26d/c3a7acf3-44fe-4579-9f2c-41b4ebba5e0b/12/Ian-Taylor-029-185x114.jpg" /> <p><!--summary start--> Ian Taylor, the co-founder and former chief executive of Transact, has died at the age of 58 after a short illness, it has been confirmed. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/367e26d/c3a7acf3-44fe-4579-9f2c-41b4ebba5e0b/12/Ian-Taylor-029-185x114.jpg https://www.investmentweek.co.uk/news/4058389/transact-founder-former-ceo-ian-taylor-dies-aged-58 https://www.investmentweek.co.uk/news/4058389/transact-founder-former-ceo-ian-taylor-dies-aged-58 https://www.investmentweek.co.uk/news/4058389/transact-founder-former-ceo-ian-taylor-dies-aged-58 Wed, 19 Oct 2022 07:14:22 +0000 Oxford Risk: Wealth managers failing on ESG issues <img alt="Oxford Risk: Wealth managers failing on ESG issues" src="https://www.investmentweek.co.uk/api/v1/wps/6451c23/7f7b111c-aa9f-442b-9af9-d07c17fb7fa7/14/ESG-185x114.jpg" /> <p><!--summary start--> Wealth managers are failing to discuss responsible investing and ESG issues with retail investors, a new study from Oxford Risk has shown. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/6451c23/7f7b111c-aa9f-442b-9af9-d07c17fb7fa7/14/ESG-185x114.jpg https://www.investmentweek.co.uk/news/4055141/study-wealth-managers-failing-esg-issues https://www.investmentweek.co.uk/news/4055141/study-wealth-managers-failing-esg-issues https://www.investmentweek.co.uk/news/4055141/study-wealth-managers-failing-esg-issues Tue, 23 Aug 2022 14:16:53 +0000 Tavistock revenues jump 14% amid year of acquisitions <img alt="Tavistock revenues jump 14% amid year of acquisitions" src="https://www.investmentweek.co.uk/api/v1/wps/fc41015/464f5901-8122-481d-b013-2486287274bd/1/RAVEN-Brian-Tavistock-edited-185x114.jpg" /> <p><!--summary start--> Revenues at Tavistock’s advisory business surpassed £32m in the year to 31 March 2022, a 14% jump compared to the entire group’s revenues for the year prior, the company said in a trading update. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/fc41015/464f5901-8122-481d-b013-2486287274bd/1/RAVEN-Brian-Tavistock-edited-185x114.jpg https://www.investmentweek.co.uk/news/4051836/tavistock-revenues-jump-14-amid-acquisitions https://www.investmentweek.co.uk/news/4051836/tavistock-revenues-jump-14-amid-acquisitions https://www.investmentweek.co.uk/news/4051836/tavistock-revenues-jump-14-amid-acquisitions Mon, 27 Jun 2022 05:53:33 +0000 Brooks Macdonald set to acquire Integrity Wealth Solutions <img alt="Brooks Macdonald set to acquire Integrity Wealth Solutions" src="https://www.investmentweek.co.uk/api/v1/wps/61c10d9/cffc633e-2d11-427d-bcc4-ace797135255/9/Brooks-Macdonald-Andrew-Shepherd-roi-1-185x114.jpg" /> <p><!--summary start--> Brooks Macdonald is set to acquire financial adviser Integrity Wealth and its subsidiary Integrity Wealth Solutions, subject to regulatory approval. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/61c10d9/cffc633e-2d11-427d-bcc4-ace797135255/9/Brooks-Macdonald-Andrew-Shepherd-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4050144/brooks-macdonald-set-acquire-integrity-wealth-solutions https://www.investmentweek.co.uk/news/4050144/brooks-macdonald-set-acquire-integrity-wealth-solutions https://www.investmentweek.co.uk/news/4050144/brooks-macdonald-set-acquire-integrity-wealth-solutions Mon, 23 May 2022 10:42:37 +0000 Rich List: UK wealth sector bosses fall down the rankings as their fortunes decline <img alt="Rich List: UK wealth sector bosses fall down the rankings as their fortunes decline" src="https://www.investmentweek.co.uk/api/v1/wps/46f09c5/d25ae1f8-3c5b-4ab6-a19d-03c97c101c00/11/lord-rothschild-185x114.jpeg" /> <p><!--summary start--> This year’s Sunday Times Rich List saw the positions of the UK's most affluent names in the wealth and asset management sector in the ranking drop, with their fortunes falling by an average of £245m. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/46f09c5/d25ae1f8-3c5b-4ab6-a19d-03c97c101c00/11/lord-rothschild-185x114.jpeg https://www.investmentweek.co.uk/news/4050078/rich-list-uk-wealth-sector-bosses-fall-rankings-fortunes-decline https://www.investmentweek.co.uk/news/4050078/rich-list-uk-wealth-sector-bosses-fall-rankings-fortunes-decline https://www.investmentweek.co.uk/news/4050078/rich-list-uk-wealth-sector-bosses-fall-rankings-fortunes-decline Fri, 20 May 2022 12:03:05 +0000 The end of an era: from globalisation to autarky <img alt="The end of an era: from globalisation to autarky" src="https://www.investmentweek.co.uk/api/v1/wps/42ffa92/a2347e28-781e-44bd-8a4b-fe62f3e63a28/2/HARRISON-Graham-Asset-Risk-2022-185x114.jpg" /> <p><!--summary start--> Lenin is quoted as saying “There are decades where nothing happens, and there are weeks where decades happen”. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/42ffa92/a2347e28-781e-44bd-8a4b-fe62f3e63a28/2/HARRISON-Graham-Asset-Risk-2022-185x114.jpg https://www.investmentweek.co.uk/opinion/4048249/end-era-globalisation-autarky https://www.investmentweek.co.uk/opinion/4048249/end-era-globalisation-autarky https://www.investmentweek.co.uk/opinion/4048249/end-era-globalisation-autarky Wed, 13 Apr 2022 07:18:18 +0000 The Big Interview: TJ&P's Tim Whiting on becoming the 'One Ham Yard' of London IFAs <img alt="The Big Interview: TJ&amp;P&#39;s Tim Whiting on becoming the &#39;One Ham Yard&#39; of London IFAs" src="https://www.investmentweek.co.uk/api/v1/wps/b9ab0ff/472fe18f-510b-4026-9baf-581e88994931/9/Tim-Whiting-colour-roi-1-185x114.jpg" /> <p><!--summary start--> Editor Lauren Mason speaks to Tim Whiting, the founder and managing director of Timothy James & Partners (TJ&P), which is a London-based independent financial advice firm acquired by Waverton in 2019. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/b9ab0ff/472fe18f-510b-4026-9baf-581e88994931/9/Tim-Whiting-colour-roi-1-185x114.jpg https://www.investmentweek.co.uk/interview/4047889/big-interview-tj-tim-whiting-ham-yard-london-ifas https://www.investmentweek.co.uk/interview/4047889/big-interview-tj-tim-whiting-ham-yard-london-ifas https://www.investmentweek.co.uk/interview/4047889/big-interview-tj-tim-whiting-ham-yard-london-ifas Wed, 6 Apr 2022 11:09:42 +0000 Kingswood acquires South Yorkshire IFA in £1.5m deal <img alt="Kingswood acquires South Yorkshire IFA in £1.5m deal" src="https://www.investmentweek.co.uk/api/v1/wps/64989ef/941613f9-0c6a-4d7c-b52b-c6f0d5ce0316/7/ben-griffiths-eAlDd9z0ABA-unsplash-roi-1-185x114.jpg" /> <p><!--summary start--> Consolidator Kingswood is set to acquire IFA business D.J. Cooke (Life & Pensions) for £1.5m in its first buyout deal of 2022. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/64989ef/941613f9-0c6a-4d7c-b52b-c6f0d5ce0316/7/ben-griffiths-eAlDd9z0ABA-unsplash-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4043883/kingswood-acquires-south-yorkshire-ifa-gbp-deal https://www.investmentweek.co.uk/news/4043883/kingswood-acquires-south-yorkshire-ifa-gbp-deal https://www.investmentweek.co.uk/news/4043883/kingswood-acquires-south-yorkshire-ifa-gbp-deal Wed, 26 Jan 2022 08:08:03 +0000 M&G partners with Moneyfarm in D2C launch <img alt="M&amp;G partners with Moneyfarm in D2C launch" src="https://www.investmentweek.co.uk/api/v1/wps/4ab1126/b0c8b28e-8c2e-4682-a90d-b229dc7c604a/10/David-Montgomery-MD-M-GW-roi-1-185x114.jpg" /> <p><!--summary start--> M&G is partnering with digital investment firm Moneyfarm to launch its own direct investment service. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/4ab1126/b0c8b28e-8c2e-4682-a90d-b229dc7c604a/10/David-Montgomery-MD-M-GW-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4043882/partners-moneyfarm-d2c-launch https://www.investmentweek.co.uk/news/4043882/partners-moneyfarm-d2c-launch https://www.investmentweek.co.uk/news/4043882/partners-moneyfarm-d2c-launch Wed, 26 Jan 2022 08:07:43 +0000 Quilter results: Quilter Cheviot improves while Quilter Investors struggles <img alt="Quilter results: Quilter Cheviot improves while Quilter Investors struggles" src="https://www.investmentweek.co.uk/api/v1/wps/eb7df6d/b2e47e70-5bd9-4af0-a8fb-fefbf7021d78/11/FEENEY-Paul-Quilter-2019-185x114.jpg" /> <p><!--summary start--> Quilter reported net inflows of £1bn for the final quarter of 2021, leading to a total assets under administration and advice of £111.8bn at the end of December, 13% higher than the end of 2020. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/eb7df6d/b2e47e70-5bd9-4af0-a8fb-fefbf7021d78/11/FEENEY-Paul-Quilter-2019-185x114.jpg https://www.investmentweek.co.uk/news/4043880/quilter-results-quilter-cheviot-improves-quilter-investors-struggles https://www.investmentweek.co.uk/news/4043880/quilter-results-quilter-cheviot-improves-quilter-investors-struggles https://www.investmentweek.co.uk/news/4043880/quilter-results-quilter-cheviot-improves-quilter-investors-struggles Wed, 26 Jan 2022 08:02:46 +0000 Bestinvest relaunches with aim to 'reinvent online investing' <img alt="Bestinvest relaunches with aim to &#39;reinvent online investing&#39; " src="https://www.investmentweek.co.uk/api/v1/wps/a1448d4/422b5e11-3262-4593-9785-89b3293e266b/17/pa-advice-generic-1-185x114.jpg" /> <p><!--summary start--> Bestinvest is to relaunch as a service combining access to a range of low-cost portfolios, DIY investing, free financial coaching, digital tools and offering “affordable advice” at a fixed rate. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/a1448d4/422b5e11-3262-4593-9785-89b3293e266b/17/pa-advice-generic-1-185x114.jpg https://www.investmentweek.co.uk/news/4043853/bestinvest-relaunches-aim-reinvent-online-investing https://www.investmentweek.co.uk/news/4043853/bestinvest-relaunches-aim-reinvent-online-investing https://www.investmentweek.co.uk/news/4043853/bestinvest-relaunches-aim-reinvent-online-investing Tue, 25 Jan 2022 13:34:52 +0000 Exploring the growth of the discretionary fund manager sector <img alt="Exploring the growth of the discretionary fund manager sector" src="https://www.investmentweek.co.uk/api/v1/wps/b018fb5/2dc95434-bd7d-4e5d-a100-3cbbcfd79156/9/HASNIP-Duane-2022-185x114.jpg" /> <p><!--summary start--> While many of us are already reviewing the reality of meeting our New Year’s resolutions, your mind may also be wandering to the other targets you have. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/b018fb5/2dc95434-bd7d-4e5d-a100-3cbbcfd79156/9/HASNIP-Duane-2022-185x114.jpg https://www.investmentweek.co.uk/opinion/4043410/exploring-growth-discretionary-fund-manager-sector https://www.investmentweek.co.uk/opinion/4043410/exploring-growth-discretionary-fund-manager-sector https://www.investmentweek.co.uk/opinion/4043410/exploring-growth-discretionary-fund-manager-sector Tue, 18 Jan 2022 09:55:10 +0000 Kingswood acquires £1.4bn AUA North Yorkshire firm <img alt="Kingswood acquires £1.4bn AUA North Yorkshire firm " src="https://www.investmentweek.co.uk/api/v1/wps/9a19704/7f425abe-4d65-4ddb-a26a-cf98e8ad9b57/10/money-2180330-1920-1-185x114.jpg" /> <p><!--summary start--> Wealth manager Kingswood has acquired North Yorkshire based Metnor Holdings and its subsidiaries IBOSS Asset Management and Novus Financial Services, subject to regulatory approval. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9a19704/7f425abe-4d65-4ddb-a26a-cf98e8ad9b57/10/money-2180330-1920-1-185x114.jpg https://www.investmentweek.co.uk/news/4040861/kingswood-acquires-gbp-4bn-aua-north-yorkshire-firm https://www.investmentweek.co.uk/news/4040861/kingswood-acquires-gbp-4bn-aua-north-yorkshire-firm https://www.investmentweek.co.uk/news/4040861/kingswood-acquires-gbp-4bn-aua-north-yorkshire-firm Tue, 23 Nov 2021 08:10:31 +0000 Brooks Macdonald FUM boosted by discretionary offering <img alt="Brooks Macdonald FUM boosted by discretionary offering" src="https://www.investmentweek.co.uk/api/v1/wps/1a23743/fa3b870e-8dee-4061-8162-3b6a31f8ad36/6/shares-185x114.jpg" /> <p><!--summary start--> Brooks Macdonald has reported a 2.2% increase in its funds under management for the first quarter of its financial year, driven by its UKIM discretionary business. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/1a23743/fa3b870e-8dee-4061-8162-3b6a31f8ad36/6/shares-185x114.jpg https://www.investmentweek.co.uk/news/4038622/brooks-macdonald-fum-boosted-discretionary-offering https://www.investmentweek.co.uk/news/4038622/brooks-macdonald-fum-boosted-discretionary-offering https://www.investmentweek.co.uk/news/4038622/brooks-macdonald-fum-boosted-discretionary-offering Thu, 14 Oct 2021 07:03:03 +0000 FCA sets out proposals to stop 'particularly egregious' CMC phoenixing <p><!--summary start--> The Financial Conduct Authority (FCA) has made plans to stop advisers phoenixing into claims management companies (CMC). <!--summary end--></p> https://www.investmentweek.co.uk/news/4031416/fca-sets-proposals-stop-particularly-egregious-cmc-phoenixing https://www.investmentweek.co.uk/news/4031416/fca-sets-proposals-stop-particularly-egregious-cmc-phoenixing Mon, 17 May 2021 12:34:34 +0000 AJ Bell acquires platform phone app developer Adalpha <p><!--summary start--> AJ Bell has bought Adalpha, a start-up company developing a mobile platform proposition for financial advisers, for an undisclosed fee. <!--summary end--></p> https://www.investmentweek.co.uk/news/4028757/aj-bell-acquires-platform-phone-app-developer-adalpha https://www.investmentweek.co.uk/news/4028757/aj-bell-acquires-platform-phone-app-developer-adalpha Fri, 19 Mar 2021 10:46:28 +0000 Adviser receives online abuse and death threats after launching anti-crypto petition <p><!--summary start--> West Riding Personal Financial Solutions managing director and IFA Neil Liversidge has received an onslaught of abuse and death threats after creating an anti-cryptocurrency petition. <!--summary end--></p> https://www.investmentweek.co.uk/news/4026019/adviser-receives-online-abuse-death-threats-launching-anti-crypto-petition https://www.investmentweek.co.uk/news/4026019/adviser-receives-online-abuse-death-threats-launching-anti-crypto-petition Wed, 20 Jan 2021 07:46:46 +0000 FCA fines financial planning firm £107k for unsuitable pension transfer advice <p><!--summary start--> The Financial Conduct Authority (FCA) has fined LJ Financial Planning (LJFP) £107,200 for providing its customers with unsuitable pension switching and transfer advice and for failing to manage its conflicts of interest. <!--summary end--></p> https://www.investmentweek.co.uk/news/4024779/fca-fines-financial-planning-firm-gbp107k-unsuitable-pension-transfer-advice https://www.investmentweek.co.uk/news/4024779/fca-fines-financial-planning-firm-gbp107k-unsuitable-pension-transfer-advice Thu, 10 Dec 2020 11:05:27 +0000 PIMFA: Treasury and FCA must review FSCS levy to protect sector and consumers <p><!--summary start--> Adviser and investment firm trade association PIMFA has urged the government and Financial Conduct Authority (FCA) to reform the Financial Services Compensation Scheme (FSCS) levy to protect consumers and the sector. <!--summary end--></p> https://www.investmentweek.co.uk/news/4024098/pimfa-treasury-fca-review-fscs-levy-protect-sector-consumers https://www.investmentweek.co.uk/news/4024098/pimfa-treasury-fca-review-fscs-levy-protect-sector-consumers Mon, 30 Nov 2020 10:13:01 +0000 ESG shoots up advisers' agendas amid pandemic <p><!--summary start--> Nearly three quarters of UK financial advisers are now explicitly considering ESG factors as part of their fund selection process, up from just 43% last year, according to the 2020 Schroders UK Financial Adviser Survey. <!--summary end--></p> https://www.investmentweek.co.uk/news/4023692/esg-shoots-advisers-agendas-amid-pandemic https://www.investmentweek.co.uk/news/4023692/esg-shoots-advisers-agendas-amid-pandemic Thu, 19 Nov 2020 14:38:13 +0000 Tom Ellis: MPs give us hope for FSCS levy progress but the FCA whisks it away <p><!--summary start--> The simple fact the Treasury Select Committee thought rising FSCS levy costs for advisers were important enough to raise the issue with the FCA chief is an encouraging sign, writes Professional Adviser editor Tom Ellis, but the regulator is keen to smother any hope with a damp cloth. <!--summary end--></p> https://www.investmentweek.co.uk/opinion/4022889/tom-ellis-mps-us-hope-fscs-levy-progress-fca-whisks-away https://www.investmentweek.co.uk/opinion/4022889/tom-ellis-mps-us-hope-fscs-levy-progress-fca-whisks-away Fri, 6 Nov 2020 11:07:19 +0000 RSMR launches DFM Academy <p><!--summary start--> Research house and fund ratings group RSMR has launched a DFM Academy, which helps advisers with their due diligence and DFM selection process. <!--summary end--></p> https://www.investmentweek.co.uk/news/4016485/rsmr-launches-dfm-academy https://www.investmentweek.co.uk/news/4016485/rsmr-launches-dfm-academy Mon, 15 Jun 2020 09:12:56 +0000 Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/advertisement/4013775/iw-schroders-annual-uk-financial-adviser-survey-key-takeaways https://www.investmentweek.co.uk/advertisement/4013775/iw-schroders-annual-uk-financial-adviser-survey-key-takeaways Tue, 14 Apr 2020 08:28:53 +0000 CFA Institute postpones June exams due to coronavirus <p><!--summary start--> Investment management professional trade body the CFA Institute has postponed all examinations scheduled for June in light of the coronavirus pandemic. <!--summary end--></p> https://www.investmentweek.co.uk/news/4012784/cfa-institute-postpones-june-exams-coronavirus https://www.investmentweek.co.uk/news/4012784/cfa-institute-postpones-june-exams-coronavirus Thu, 19 Mar 2020 16:01:30 +0000 PFS suspends all events for Q2 2020 amid coronavirus pandemic <p><!--summary start--> The Personal Finance Society (PFS) has suspended all its events across the UK that were planned for the second quarter of 2020. <!--summary end--></p> https://www.investmentweek.co.uk/ https://www.investmentweek.co.uk/ Wed, 18 Mar 2020 12:47:20 +0000 Chase de Vere under fire over 'incentives' scheme - reports <p><!--summary start--> Chase de Vere faced criticism over the weekend after a Times investigation revealed that staff at the financial advice giant were offered the chance to win luxury "incentives" amid concerns of high fees and a "hard selling culture". <!--summary end--></p> https://www.investmentweek.co.uk/news/4010323/chase-vere-incentives-scheme-reports https://www.investmentweek.co.uk/news/4010323/chase-vere-incentives-scheme-reports Mon, 10 Feb 2020 07:50:53 +0000 Yearsley and Haynes launch Fairview Investing <p><!--summary start--> Shore Financial Planning director Ben Yearsley and former Whitechurch Securities managing director Gavin Haynes have teamed up to launch a new independent investment consultancy. <!--summary end--></p> https://www.investmentweek.co.uk/news/4006150/yearsley-haynes-launch-fairview-investing https://www.investmentweek.co.uk/news/4006150/yearsley-haynes-launch-fairview-investing Tue, 22 Oct 2019 10:22:44 +0000 Advice gap: 15,000 advisers set to retire in next five years <p><!--summary start--> Octopus Investments has said the UK advice gap is set to widen after its research found almost a third (28%) of advisers expect to retire within the next five years. <!--summary end--></p> https://www.investmentweek.co.uk/news/3080242/advice-gap-advisers-set-retire https://www.investmentweek.co.uk/news/3080242/advice-gap-advisers-set-retire Thu, 8 Aug 2019 13:39:21 +0000 Nucleus closes head office due to flooding <p><!--summary start--> Edinburgh-based adviser platform Nucleus has been forced to close its head office due to flooding. <!--summary end--></p> https://www.investmentweek.co.uk/news/3078847/nucleus-closes-head-office-flooding https://www.investmentweek.co.uk/news/3078847/nucleus-closes-head-office-flooding Fri, 12 Jul 2019 09:08:52 +0000 SLA to acquire Grant Thornton advice arm - reports <p><!--summary start--> Standard Life Aberdeen (SLA)'s financial planning arm, 1825, is said to be in "exclusive negotiations" to acquire the wealth advisory business of accounting firm Grant Thornton (GT), according to Sky News. <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3076910/sla-acquire-grant-thornton-advice-arm-reports https://www.investmentweek.co.uk/investment-week/news/3076910/sla-acquire-grant-thornton-advice-arm-reports Thu, 6 Jun 2019 07:09:00 +0000 Trio of new hires for Quilter Cheviot <p><!--summary start--> Three ex-Brooks Macdonald employees have landed at Quilter Cheviot, bringing the total number of new investment managers hired since the start of the year to 11. <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3076821/trio-hires-quilter-cheviot https://www.investmentweek.co.uk/investment-week/news/3076821/trio-hires-quilter-cheviot Wed, 5 Jun 2019 08:59:00 +0000 FCA seeks feedback on whether RDR and FAMR caused 'unintended harm' to consumers <p><!--summary start--> The Financial Conduct Authority (FCA) has asked for feedback from advice firms, intermediaries and consumers on both RDR and FAMR, some two years after it initially intended to do so. <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3074920/fca-seeks-feedback-rdr-famr-caused-unintended-harm-consumers https://www.investmentweek.co.uk/investment-week/news/3074920/fca-seeks-feedback-rdr-famr-caused-unintended-harm-consumers Wed, 1 May 2019 12:18:00 +0000 Former clients 'lose faith' in SJP after income payment error <p><!--summary start--> The Financial Ombudsman Service (FOS) has instructed St James's Place (SJP) to compensate two former clients after it failed to provide immediate income on an investment as it had promised. <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3074473/clients-lose-faith-sjp-income-payment-error https://www.investmentweek.co.uk/investment-week/news/3074473/clients-lose-faith-sjp-income-payment-error Tue, 23 Apr 2019 12:31:00 +0000 Tatton IM grows assets by 25% <p><!--summary start--> Tatton Investment Management (IM) posted a 24.5% annual growth in assets under management (AUM) in a trading update by its parent company. <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3074229/tatton-im-grows-assets https://www.investmentweek.co.uk/investment-week/news/3074229/tatton-im-grows-assets Tue, 16 Apr 2019 09:34:00 +0000 SimplyBiz acquires Defaqto for £74m <p><!--summary start--> The SimplyBiz Group has acquired financial technology and research business Defaqto, which serves more than 8,000 financial advisers, for £74.3m. <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3072840/simplybiz-acquires-defaqto-gbp74m https://www.investmentweek.co.uk/investment-week/news/3072840/simplybiz-acquires-defaqto-gbp74m Wed, 20 Mar 2019 10:21:31 +0000 'Resilient' SJP to boost Asian offering as it posts £102bn AUM <p><!--summary start--> St. James's Place (SJP) reported growth ambitions and "resilience" in its annual results for the year ended 31 December 2018. <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3071748/resilient-sjp-boost-asian-offering-posts-gbp102bn-aum https://www.investmentweek.co.uk/investment-week/news/3071748/resilient-sjp-boost-asian-offering-posts-gbp102bn-aum Wed, 27 Feb 2019 09:22:00 +0000 Walker Crips pins bleak profit warning on Brexit fears <p><!--summary start--> Walker Crips has blamed Brexit for a bleak profit warning, issued to the market late yesterday afternoon (26 February). <!--summary end--></p> https://www.investmentweek.co.uk/investment-week/news/3071746/walker-crips-pins-bleak-profit-warning-brexit-fears https://www.investmentweek.co.uk/investment-week/news/3071746/walker-crips-pins-bleak-profit-warning-brexit-fears Wed, 27 Feb 2019 07:35:00 +0000