Wealth management

Advice portal launched for wealth managers

Fintech provider Focus Solutions has launched focus:wealth which offers a customisable client portal to better manage the customer journey. Focus Solutions says the features of the focus:wealth system will create a more integrated and efficient way for wealth managers to engage, advise and retain clients. The functionality includes tools for managing interested party relationships, creating […]

JP Morgan to set up Luxembourg wealth management unit in Brexit move

JP Morgan is to move some of its wealth management operations from London to Luxembourg ahead of the UK leaving the EU. According to the Financial Times, some investment banking and corporate banking operations will also move. The US firm plans to create a “significant” business in Luxembourg, according to the report, which will allow […]

Apple

Former Sesame boss launches DFM

Former Sesame Bankhall chief executive George Higginson and ex-HSBC global head of wealth insurance Geoff Brooks have launched a discretionary fund manager. Alpha Beta Partners offers a range of actively managed and passive portfolios investing in ETFs, investment trusts and direct securities. The business was originally launched last year by Kevin Doran under the name […]

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Rathbones to drop Speirs & Jeffrey name after £104m acquisition

Scotland’s largest independent wealth manager Speirs & Jeffrey will change its name after its £104m acquisition by Rathbones. Rathbones announced this morning it is buying Speirs & Jeffrey, which has funds under management of £6.7bn. The initial consideration of £104m comprises £79m cash and £25m through the issue of new Rathbone shares. Rathbones is also lining […]

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Moneyhub signs integration deal with Intelliflo

Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]