Wealth Management
Advisory
Walker Crips is planning for further expansion by seeking out employees at rival firms who are "disenchanted" by industry merger and acquisition activity.
25 June 2015
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Advisory
The Financial Conduct Authority (FCA) has defended the methods it uses to calculate advisers' contribution to its annual costs as fair and proportionate, as it confirmed a 10% hike for firms for 2015-2016.
24 June 2015
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5 min read
People moves
Charles Stanley has promoted head of digital marketing and communications Magnus Wheatley to managing director of its D2C business Charles Stanley Direct.
23 June 2015
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1 min read
Advisory
Mattioli Woods is to acquire advice firm Boyd Coughlan in a £7m deal and has also announced plans to raise a more than £18m from shareholders to fund further growth.
19 June 2015
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Wealth Management
Brooks Macdonald has appointed Brewin Dolphin divisional director Ghislaine Perry as head of group marketing.
18 June 2015
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Wealth Management
Charles Stanley has agreed the sale of its Securities arm and plans to restructure its asset management offering after reporting an "unsatisfactory" loss of £6.1m for the year to 31 March.
18 June 2015
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Wealth Management
Sanlam Private Wealth has hired Distribution Technology's Rob McDonnell as head of business development.
17 June 2015
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Advisory
Most advisers are confident their business will be prepared for the upcoming switch-off of fund-based trail commission, according to a poll which contradicts other research conducted on firms' readiness.
17 June 2015
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Wealth Management
Three former Brewin Dolphin directors have joined forces to launch their own investment management firm, Brighton Capital Management.
12 June 2015
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Advisory
Consolidator Bellpenny has completed two more IFA acquisitions bringing an additional £56m in funds under management and more than 250 clients.
08 June 2015
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