Are DFM deals really taking risks off advisers?

Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]


Schroders appoints global head of private assets

Schroders has appointed Georg Wunderlin to the newly created role of global head of private assets and will start work in May. He was most recently chief executive officer of HQ Capital, an alternatives manager and has 19 years of experience in investment finance. Wunderlin has also held a number of senior roles and will […]

Anthony Willis: What’s in the crystal ball?

Economic predictions for the coming year The crystal ball for the next few months appears particularly foggy. There are questions over how long the current economic cycle can last, along with no shortage of questions over politics and the path of interest rates. Currently, there are reasons to paint a pretty bleak picture – economic […]

Succession Wealth adviser to head up CISI Birmingham branch

Succession Wealth planner Mark Rogers has been appointed as the new president of the Chartered Institute for Securities and Investments’ Birmingham branch. Consolidator Succession bought Rogers’ firm in September 2016. He had previously traded under the Clay Rogers & Partners Ltd brand. Rogers, who has spent 37 years in financial services, was formerly chair of the Birmingham branch […]


Half a million expats miss out on triple-lock pensions

More than 500,000 recipients of the UK state pension living abroad do not benefit from the triple-lock, the Department for Work and Pensions has said. The triple lock, introduced by the Conservative and Liberal Democrat coalition government, increases the state pension payments each year by the highest of average earnings, CPI inflation or 2.5 per […]