Wealth Management

D2C platform Charles Stanley Direct has launched a new loyalty programme for clients with a series of additional fee cuts, alongside a customer charter which promises users a "fairer deal".

A tough economic backdrop, no performance track record, or a lack of clout when it comes to distribution can all hamper a fund launch these days, but thirty years ago the challenges were very different.

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.

Matthew Butcher, former head of research at Brewin Dolphin, has joined Dart Capital following a short break from the industry.

The Wealth Management Association (WMA) has called for a ‘lighter touch' approach to industry regulation as key EU committees face a post-election shake-up.

Wealth manager Brewin Dolphin reported a surge in profits in the half year to March, although it saw a large outflow from its advisory business.

More private equity firms are looking at buying up wealth managers as a coming savings shake-up boosts the sector's appeal, according to Ashcourt Rowan CEO Jonathan Polin.

IFA business County Life & Pensions and investment manager Blacksquare are to be acquired by Tavistock Investments as part of its plans to assemble a national financial services business.

QUICKFIRE Q&A

Analysts at Numis have compared charges from the likes of Barclays, Brewin, Coutts and Rathbones to investigate how industry fees stack up against platforms' newly-unveiled clean prices.