View more on these topics

James Hay MD quits for wealth venture

James Hay managing director Jan Regnart is leaving the firm to set up a wealth management consultancy but will continue to work with Abbey Wealth Management in an advisory capacity.

Abbey Wealth Management head Javier Maldonado has taken over temporary responsibility as chief executive which is a new title but carries the same responsibilities as Regnart’s role. Maldonado will continue in his current role.

The firm recently said it will be investing significantly in its wrap platform and has an agreement with Australian firm InfoComp to provide technology for further developments next year.

Maldonado says: “Jan has played a key role in establishing James Hay as a provider of high-quality Sipp and wrap services. We are delighted she will continue to provide counsel during this exciting stage in our development.”

“We have invested heavily in our wrap and Sipp proposition and have ambitious plans to grow our share of the investment market. We cont-inue to work closely with our IFA partners to develop our offering and to support IFAs and their clients.”

Recommended

Claim firm says Pearl Promise not worth paper it’s printed on

Claim-chaser Brunel Franklin says the Pearl Group should scrap its Pearl Promise to endowment policyholders as it says it is “not worth the paper it’s printed on”.Pearl introduced the guarantee in April 2001, pledging to pay the mortgage in full if the endowment policy grows an average of 6 per cent a year from that […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com