Kames brand to be dropped in favour of Aegon
Investment teams to be organised globally to create £300bn powerhouse
Aegon
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Aegon appoints Aviva’s ‘battle-hardened’ platform boss
Tim Orton left Aviva in January 2019 following the platform’s ‘disastrous migration’
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Cofunds integration boosts Aegon platform assets to £140bn
Bedding in Cofunds results in £40m annual savings
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Aegon channels bond investors into depleted Kames team
Merian strategic bond mirror fund to shut later this year
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Platforms drag their feet on Mifid II ex-post charges
14 platforms detail where they’re at with sending client statements
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Adviser satisfaction unswayed by costly platform tech upgrades
Aviva and Aegon issues see other groups stay cautious
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Kames head of wholesale quits amid Brexit reshuffle
Steve Kenny ends 16-year stint as asset manager plans for life outside the EU
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Advisers dump less wealthy clients into multi-asset
The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.
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Mattioli Woods suspends DB transfer advice service
Mattioli Woods has stopped providing pension transfer advice service to individuals with safeguarded benefits as the wealth manager undertakes a full review of its work in the area.
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Aegon to launch multi-manager investment company
Aegon has announced plans to launch a multi-manager investment company later this year.
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Five predictions for the Autumn Budget
With chancellor Philip Hammond poised to release the government’s Autumn Budget on Wednesday, experts from Old Mutual Wealth, RSM, Mazars, Irwin Mitchell Private Wealth and Aegon give their budget predictions.
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Advisers set to embrace platform technology
A third (36%) of financial advisers plan to direct more business to platforms over the next 12 months, according to a report by Aegon.
