Bellpenny has agreed a deal to acquire the business of Winchester-based IFA City Wealth Management for an undisclosed sum. The acquisition adds £31m in assets under advice and sees 100 active clients transfer over to Bellpenny. City Wealth Management adviser and director Andrew Gibson will not be joining Bellpenny, but will work with Bellpenny to […]
The launch of a new trade organisation representing advisers has reignited the debate around the industry’s ability to lobby at the highest level. This week Money Marketing revealed how former IFA Association director general Garry Heath is launching a new trade body in May for wealth managers and independent and restricted advisers. Heath says Apfa […]
Investment platform targets 1.4 million firms yet to hit staging dates.
OK, I admit it: I am a bit biased and I tend to try to look for the good. But I think this Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers. Of course, a lot of the announcements were proposals for post-election change but […]
Craig Inches, Head of Short Rates and Cash at Royal London Asset Management, reflects on the muted tone of gilt markets over the past week following the recent turbulent activity in this sector. Read the article here The value of investments and the income from them is not guaranteed and may go down as well […]
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