Novia Financial co-founder sets up advice company
It will target ‘lower-value’ clients with less complex needs
Companies
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Marlborough creates investment platform for advisers
It has an annual charge of 0.20%
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UBS splashes out $3.2bn to buy troubled rival Credit Suisse
Deal will create a global wealth manager with over £4trn of assets
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M&G enters AI partnership with Level E
Deal will see the creation of a range of investment strategies
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Investec profits head up despite drag from wealth arm
Comes despite a recent recovery in funds under management
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Markets climb after Credit Suisse shored-up by Swiss central bank
Shares in Credit Suisse surge back up
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Acquisitions add £1.7bn of assets to Kingswood
As CEO David Lawrence tells investors to expect more of the same this year
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Novitas a ‘weeping sore’ as Close Brothers bleeds profits
Failed legal lending arm cast a shadow over the group’s performance
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Advanta Solutions acquires M W Wealth
This is the group’s sixth acquisition in the last 18 months
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JP Morgan’s Claverhouse Trust suffers ‘sobering’ year
Underperformed the FTSE All-Share by 4.9 percentage points
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SVB collapse brings Fed rate hiking pause into play
As HSBC rescues the bank’s UK arm
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Saxo teams up with Moneyfarm on M&G Wealth portfolios
Investors now have access to actively managed funds
