Recommended

Chris-Hannant-poses-side-frontal-in-2013.jpg
5

Apfa: Adviser profits up 5% as market stabilises

Advice firms saw an increase in pre-tax profits of 5 per cent last year as the market began to stabilise, according to Apfa’s latest state of the market report. The annual report shows that pre-tax profit for all firms with an FCA primary category ‘financial adviser’ was £931m last year, up from £884m in 2013. […]

Business-Handshake-General-Hire-Appointment-700x450.jpg

Bellpenny adds £31m in assets with latest advice firm deal

Bellpenny has agreed a deal to acquire the business of Winchester-based IFA City Wealth Management for an undisclosed sum. The acquisition adds £31m in assets under advice and sees 100 active clients transfer over to Bellpenny. City Wealth Management adviser and director Andrew Gibson will not be joining Bellpenny, but will work with Bellpenny to […]

Curtis Banks launches £85m AIM float

Curtis Banks has begun trading on AIM, with a market capitalisation of £85m. The Sipp provider announced last month it was planning to float on AIM. It has raised £7.5m through the conditional placing of 3.9 million new ordinary shares at a price of 190p per share. Selling shareholders have agreed to sell 7.3 million […]

Investment

Income should mean income

By Robin Geffen, Fund Manager & CEO, Neptune Equity income funds have a vital role to play in client portfolios today. With the awkward confluence of the baby boomers retiring as fixed income yields sit at historic lows, these funds have increasingly taken centre stage in delivering income for those who need to live off […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment