UK equity funds enjoy July revival ahead of August uncertainty
Equity fund retail sales hit their highest level for more than 15 years, with the Investment Association revealing that net flows exceeded £2bn in July.
Wealth Management
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Nutmeg targets affordable financial advice with online service
Nutmeg is set to venture into the advisory space with plans to launch an online financial advice service.
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BlackRock expands technological capability with robo-adviser acquisition
BlackRock has ventured further into the digital wealth management space with the acquisition of robo-adviser FutureAdvisor.
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Tilney Bestinvest plans new offices
Tilney Bestinvest is targeting the south coast of England and Aberdeen as the next chapters in its UK expansion drive.
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What you need to know about the EIS outlook
Sarah Wadham, director general of the Enterprise Investment Scheme Association, reveals what wealth managers need to know about the risks, attractions and benefits of EIS in 2015 following the Summer Budget.
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Is M&A the answer for wealth manager expansion?
Growing a wealth management company in today’s competitive market can be tough. Could an acquisition be the answer?
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Five in six IFAs’ work incomplete as sunset deadline approaches
Five in six advisory firms are still yet to transfer clients to a fee-based arrangement ahead of next year’s RDR sunset clause, FundsNetwork research has revealed.
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Tax concerns drive wealth manager clients to increase ISA savings
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.
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Tax concerns mount while richer clients claim manager disatisfaction
Almost half of high net-worths have cited climbing tax rates as their number one concern, while those unhappy with their current wealth manager tend to have more investable capital.
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Fairstone bolsters London base with triple IFA appointment
Fairstone Financial Management has expanded its new London base with a triple IFA appointment.
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EQ opens high net-worths bespoke solutions capacity
EQ Investors has opened its doors to high net-worth clients with the launch of a bespoke solutions capacity.
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Acquisition No. 30 propels Bellpenny FUM past £3.5bn
Bellpenny’s total funds under management has exceeded £3.5bn with the purchase of Trustee Asset Management.
