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
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Support service provider SimplyBiz has signed a third new deal for defined benefit transfer advice work after its original partner pulled out of the marketplace. In an email to members seen by Money Marketing, compliance director Gary Kershaw apologises for any inconvenience caused by Crowborough-based advice firm CFPML’s decision to exit the DB transfer marketplace. […]
Providing relevant information is essential, as is only requesting what you need
The Budget will lay out Government plans to help build 300,000 new homes a year, according to Chancellor Philip Hammond. The plans will include fasttracking developments with planning permission. Hammond said the Government would use “powers of state” to get homes built on these sites, according to the BBC. The Government will also unveil plans to […]