Wealth managers
Wealth Management
UK wealth management firms would see more benefit from an interest rate rise than any other companies in the financial sector, according to research from Liberum Capital.
25 June 2015
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2 min read
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
Wealth managers
Ben Yearsley has left his role as head of investment research at Charles Stanley Direct after less than three years.
22 June 2015
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1 min read
Platforms
Hargreaves Lansdown unveiled plans for a new non-advised service in its latest trading update, but its shares fell as it revealed rising costs including an FSCS levy of £4.6m
20 May 2015
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3 min read
Wealth Management
Northern Ireland-based wealth manager Davy Private Clients UK has acquired financial adviser and investment firm Graham Corry Cheevers, adding £230m of assets to its books.
13 May 2015
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1 min read
Investment
Suitability is back at the top of the regulator's agenda this year, but many wealth managers are still behind the curve, according to Wealth Dynamix CEO Gary Linieres
12 May 2015
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3 min read
Wealth managers
Firms trying to expand into new business areas are having to wait 85% longer for Financial Conduct Authority (FCA) authorisation than two years ago.
05 May 2015
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2 min read
