David Wingar, formerly of Courts IFA in South Wales, is setting up a new firm, Future Asset Management focusing on high net-worth and corporate clients. Wingars wife Nicola is responsible for administration and accounting, and Cathie Rowe will manage client details and compliance. Wingar is area liaison officer for the Personal Finance Society, and will […]
Goy Harris Cartwright is relaunching its managed portfolio service as a range of fixed-weight portfolios with a new risk-grading system and a 1.25 per cent annual management charge.
Lloyds TSB has been reported to have joined the bidding for the UK arm of Deutsche Asset Management, following revelations by Money Marketing that Old Mutual and BNP Paribas have submitted offers for the bank. DeAms UK division was effectively offered for sale in February when Deutsche Bank appointed Hawkpoint to find potential buyers. Up […]
Morgans Financial Planning is setting up specialist mortgage company Digital Orange.
Amid stuttering growth and political uncertainty, we look for companies that should thrive regardless, Mark Page, manager of Artemis European Opportunities Fund, tells Ross Leckie. Clear here
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Aberdeen Standard Investments has agreed a joint venture with Virgin Money to provide asset management services to its customers. Under the terms of the deal, Aberdeen Standard will acquire 50 per cent of Virgin Unit Trust Managers for an upfront cash payment of £40m. The transaction is expected to be completed by the end of […]
Fewer savers are turning to an adviser before fully cashing out their pension, latest FCA figures show. Between April and September 2017, just 32 per cent of full withdrawals were advised, down from 44 per cent the previous year. 95 per cent of the decline in advice was attributed to cash outs for pots under […]
Hargreaves Lansdown will be able to return “loyalty bonuses” to investors tax-free after winning a legal battle with HM Revenue and Customs. The fund shop says at least £15m will collectively be returned to around 150,000 investors. HMRC has 56 days to appeal the decision of the Upper Tax Tribunal that loyalty bonuses are not […]