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FCA working group struggles with template for asset classes

There is continued disagreement surrounding asset class within a FCA cost disclosure template, minutes from the institutional disclosure working group meeting shows. While members were in agreement that “significant progress” has been made in recent weeks, there are still issues relating to certain asset classes including the question of purchases and sales for FX and […]

AFH Alan Hudson 700

Consolidator snaps up law firm’s advice arm

Consolidator AFH has bought the assets of Meritor, the financial advisory business of law firm Freeths. AFH will pay a maximum of £530,000 for the business, dependent on its performance. AFH expects the business to add around £330,000 of annual revenue. AFH chief executive Alan Hudson says: “This latest acquisition will continue the expansion of […]

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SJP chair retires from role

St James’s Place chair Sarah Bates will retire from the wealth manager after 14 years with the firm. Bates will be replaced by current senior director Iain Cornish in her capacity as chair, while SJP also looks to appoint a new non-executive director to the board. Bates became chair in 2014 and oversaw the transition […]

International jurisdictions

By Neil Jones, Canada Life Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper […]

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