Last week, I started to look at investments that may represent valid alternatives to investing through pensions for those disenchanted and affected by the removal of higher-rate tax relief on pension contributions.
Curtis Banks has bought a £180m Sipp book from wealth manager Hargreave Hale. The invested assets in the 600 Sipps will continue to be managed by Hargreave Hale, turning over administration to Curtis Banks. The firm has now made ten acquisitions since its foundation in 2009. Curtis Banks agreed to buy Suffolk Life off Legal […]
Legal and General Investment Management has appointed a new lead manager for its UK Special Situations Trust amid a trio of hires. The firm has hired Mirabaud Asset Management’s Robert White, taking over from Gavin Launder, who managed the fund since the start of the year. Previously, the fund was run by Richard Penny, who […]
Balance: Wealth Planning managing director on setting up a new firm and being fed up with inadequate systems Advisers are waking up to the fact that younger people are the clients of the future, and Balance: Wealth Planning managing director Rebecca Aldridge is no exception. She is weeks away from launching a second company that will […]