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Close Bros ponders mortgage move

Close Brothers could confirm a launch into the mortgage lending market by the end of January after completing an internal review.


Jonathan Polin

After the launch of the Argonaut boutique proved such a success for Britannic Asset Management last year, it has now started a second venture, Cartesian, and has plans for more boutiques in 2006. But its director of sales and marketing tells Matt Davies that he is anxious to re-energise in-house performance.

FSA plans further crackdown on lifetime mortgage advice

The FSA has identified four priority areas in a bid to improve the quality of equity release advice including more mystery shopping this spring.It has pledged to assist firms with meeting their regulatory responsibilities, and it plans another mystery shopping exercise and a review of lifetime mortgage advice and subsequent investment advice.It has hired a […]

Henderson appoints head of investment sales

Henderson Global Investors has appointed Mike Wilson as head of investment trust sales to discretionary investment managers.Wilson’s role is to increase the ownership of Henderson investment trusts amongst discretionary investment managers in the UK, Channel Islands and the Isle of Man. Wilson has been director of retail strategic alliances at Invesco Perpetual and more recently […]

Capita acquires Webline

Outsourcing giant Capita has announced the acquisition of adviser portal Webline for an undisclosed feeThe move, revealed by Money Marketing last month, continues Capitas drive into the IFA arena after it purchased software provider Quay in November.Capita recently signed a contract with Zurich to act as an outsourcing partner to deliver business processing activities, valued […]


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