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Advice firm and DFM to float on Aim

Financial planning firm and discretionary fund manager Harwood Wealth is to apply for admission to the Alternative Investment Market. It has raised £13.5m ahead of the planned flotation, which will be used to fund acquisitions and infrastructure costs. Harwood Wealth has completed 40 acquisition or share deals so far, including Meon Valley Financial Planning and […]

Why advisers trump robots on plugging pensions advice gap

People – not robots – are the answer to Britain’s emerging retirement advice “vacuum”, as firms learn how to outsource their investment processes and delegate research to paraplanners. That was the conclusion of panellists at Money Marketing’s recent roundtable on retirement advice. Servicing less profitable, lower-net worth-clients is one of the biggest problems facing the […]

Jeremy Corbyn

Jeremy Corbyn accuses Govt of ‘pussyfooting around’ tax avoidance

Labour leader Jeremy Corbyn has slammed the Government for its failure to tackle tax avoidance in the aftermath of a huge leak of documents detailing offshore schemes used by wealthy investors. The raft of confidential documents was leaked from one of the world’s biggest offshore law firms, Panama-based Mossack Fonseca, and shows how the firm […]

Rock Caspar Architas 2014

Caspar Rock quits Architas for Cazenove

Cazenove Capital Management has poached Caspar Rock from Architas for the role of chief investment officer. Rock will join Cazenove in the third quarter of this year, reporting to Andrew Ross, chief executive of Cazenove. Richard Jeffrey, who is currently Cazenove’s chief investment officer, will take on the role of chief economist. Previously Rock was […]

Graphic content – December; the countries most exposed to a rise in protectionism

President-elect Trump has suggested withdrawing from the North American Free Trade Agreement (NAFTA) and ending negotiations over the Trans-Pacific Partnership (TPP), albeit there is considerable uncertainty over what he will, or even can, do. If one of the main consequences of the election of Donald Trump is US protectionism, it’s worth considering who stands to […]

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