Barclays Wealth director Colin Dickie says the demise of Keydata has highlighted the importance of understanding ‘provider risk’ when assessing protected investments.
Macquarie Bank has taken a minority stake in Paradigm Norton Financial Planning. The Australian bank says it remains “open minded” about further investment in UK IFAs.
Personal Touch Financial Services has revealed it is shutting down its secured loan subsidiary, needaloan.co.uk.
Claire Barker is getting used to acting as a spokesperson on the equity-release business. “It is something I have really enjoyed so far. It is really important that we do get our message out so I am very happy to come out and talk to people and push the message that we are here and ready to do business and will do it in a sensible way.”
In this short video, Peter Rutter, head of global equities at Royal London Asset Management, explains how he uses the company life cycle framework as part of his investment approach. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]