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Aegon brings back executive as Cofunds issues rumble on

Former Aegon chief operating officer Tommy Young has rejoined the provider as a consultant as it continues to resolve issues with the Cofunds replatforming. Young was appointed chief operating officer at Aegon in 2011 having joined the provider in 2009 as governance and controls director of its sales and distribution business. He retired in February. […]

Robo firms’ assets and customer numbers creep up

Robo firms saw their assets under advice grow by more than 80 per cent in the 12 months to the end of the second quarter as customer numbers also boosted. Analysis from consultancy Boring Money on the DIY investment market shows robo advisers saw AUA increase to £2.6bn from £1.4bn 12 months ago. Users of […]

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Brewin Dolphin poaches UBS planning head to open new office

Brewin Dolphin has poached UBS’ deputy financial planning head Keith Sheenan to bolster its new office in West London. Sheenan was deputy head of the financial planning team at UBS Wealth Management for seven years, and has almost 20 years of experience in providing wealth planning and holistic financial advice to high net worth private […]

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