Lloyds TSB has appointed Lisa Stephenson as network director for Scotland and the North of England.She joined the firm in 1987 and the new remit comes in addition to her role as customer, wealth management and marketing director of Lloyds TSB Scotland.Lloyds TSB private banking chief executive Mark Cheshire says: “We’ve taken the decision to […]
Vincent Chailley, CIO of H2O Asset Management, discusses the key investment factors in 2016, including volatility, the disconnection between central banks and its implications on markets, as well as opportunities that may exist for investors.
A weekly account of the curious goings-on in the world of financial services from Money Marketing’s diary page on Wells Street Who grinds your gears? This week, Money Marketing columnist Paul Lewis took to Twitter, asking his followers to reveal who they feel rips them off the most. Lewis encouraged Tweeters to contain their frustrations […]
Platform Transact has increased funds under direction by 18.6 per cent over the financial year to reach £33bn. Funds under direction were nearly £28bn for the financial year ended 30 September 2017, rising to £33.1bn for the year ended 30 September 2018. The results published by IntegraFin Holdings, which owns Transact, show funds under direction […]
When Money Marketing reported last month on the increase in costs for SimplyBiz services and the removal of free offerings for its customers, some noted advisers were beginning to turn away from the major provider for other technology solutions. However, last week the compliance giant said its new end-to-end investment solution had been successfully pulling […]