Wealth management

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Smith & Williamson confirms ex-Towry chief’s appointment

Smith & Williamson has confirmed former Towry Group chief executive Andrew Fisher has been appointed a non-executive director. Fisher, who was also chief executive of Coutts, succeeds Bob Bogart, who resigned last year. His appointment is effective immediately. Smith & Williamson refused to comment on his appointment when contacted by Money Marketing at the start […]

Bellpenny set to ditch branding following Ascot Lloyd merger

Advice firm consolidator Bellpenny is set to ditch its branding following its merger with Ascot Lloyd last year. Money Marketing understands the new identity will be under the Ascot Lloyd brand, despite initial claims last year that both companies and Bellpenny’s independent advice arm, BIA Financial Planning, would keep their own branding. The company would not […]

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Specialist IFA restructures as clients land more in damages

Frenkel Topping has announced it is restructuring its business after changes to clinical negligence and personal injury claims rates materially improved the outlook for the specialist IFA and asset manager. The Manchester-headquartered business announced this morning it has completed its second strategic review for the year, led by its new executive chairman, Paul Richardson, who was […]

Schroders to offer wealth management services to US clients

Schroders has established a new London-based wealth management company to cater for high net worth US clients who live in the UK or North America. Schroder Wealth US will sit alongside Cazenove Capital in the wealth management division, subject to regulatory approval. Martin Heale will head up the US wealth management team at Schroder Wealth […]