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 […]
Police have arrested a 60 year old currency trader over suspicions of a global Ponzi scheme.
Towergate Financial has rebranded to Wren Sterling following a management buyout. The new name will cover Towergate’s 110-strong adviser business. Mortgage broker John Charcol is expected to retain its existing identity. Palatine Private Equity completed a £14m deal in support of last month’s management buyout, backing Towergate Financial chief executive Warren Page to lead the […]
The lifetime allowance is a contentious subject; many like me feel it is unfair to test benefits as they are paid in and when they are paid out. You cannot and really should not try and limit the growth of your pension fund, so the lifetime allowance charge is unfair and is just an easy […]
By Kunal Desai, head of Indian equities, Neptune Since the election of Narendra Modi as prime minister in May 2014, Indian equities have gone on to outperform both developed and emerging markets. A busy period of governmental and economic reforms, a lower oil price and falling political risk have been the primary drivers over this […]
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