Charles Stanley announces quadruple hire in private client unit
Charles Stanley has today announced the appointment of four directors to lead its newly-restructured private client investment team.
Wealth Management
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PA Podcast: Time to recalibrate the client conversation
Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.
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Regulation, ISAs drive strong growth in SEI Wealth Platform flows
SEI’s UK private banking business reported a 30% jump in net flows through its wealth platform in 2015, the firm said on Thursday.
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Davy acquires PFC
Davy Private Clients UK has acquired Pension & Financial Consultants Limited (PFC), a wealth management firm in Northern Ireland.
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C. Hoare & Co names successor to departing CIO Cavaye
C. Hoare & Co’s head of research Robert Jeffree is to take over as the firm’s chief investment officer, following the departure of David Cavaye after 15 years.
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Early morning calls and trading the extremes
Putting transparency first and focusing on the long term has served Vestra Wealth well, and in the low-return world to come, it is likely to continue to do so.
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One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
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Bellpenny to shift M&A focus following acquisition double
Bellpenny is to set its sights on larger targets following a double M&A deal worth a combined £150m.
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Arbuthnot Latham seeks further strengthening of Manchester base
Arbuthnot Latham is eyeing further recruitments for the North West corner of its English wealth management ‘triangle’ following a double addition to its Manchester office.
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Rowan Dartington takes base count to 10 with Birmingham branch
Rowan Dartington has taken its UK base count to 10 with the opening of a Birmingham branch.
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Eight in 10 IFAs say yield of 4%-plus is unsustainable
Eight in 10 intemediaries view investments that promise an income yield of more than 4% as unsustainable, an Aviva Investors study has revealed.
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Investec ‘well-placed’ despite warning of further market headwinds
Investec’s UK specialist banking arm is expected to report numbers significantly ahead of the previous year, the firm said at its pre-close briefing on Thursday. But, it warned currency and equity volatility are liable to provide headwinds to its wealth and asset management businesses.