Stock broker and fund manager Christows is to rebrand as Williams de Broe from the start of next month as part of the integration of the two businesses.
Christows parent company the Evolution Group bought Williams de Broe in June
this year.
Christows director of sales and marketing Robin O’Grady says: “We believe the combined organisation will best benefit from the heritage and brand awareness of the Williams de Broe name, a business founded in 1869. The organisation will retain the strong Christows management, ethos and culture which generated a 34 per cent increase in funds under management last year.”
Kensington to offer free valuations on direct business
Kensington Mortgages is offering free valuations on all products in its core range placed direct with the lender, and is working with its key packager partners to provide incentives on packaged products.Brokers placing business direct with Kensington on its Simple and Extra Choices ranges will be able to offer their clients a free valuation. Kensington […]
Meeting of minds
Time is probably the most precious commodity in people’s lives today. Who would not like a few more hours to themselves each week?
Product matters
There has long been talk regarding an income protection/PA & sickness plan hybrid. Now, finally, one has been launched by British Insurance under the name Safetyfirst. In truth, the plan is an amalgam because the initial 52 weeks’ payments are under- written by Hitachi Capital Insurance Europe, with the Original Holloway Friendly Society underwriting after […]
Mystery shocker
Advice: Compliance consultant Adam Samuel says the FSA’s mystery-shopping results underline the fundamental importance of asking the full range of questions for a fact-find and carefully considering the answers to fit the pieces together to make an accurate assessment of understanding clients’ attitudes to risk before giving investment advice
Graphic content – October; Italy and the global economic downturn
By Kacper Brzezniak As the International Monetary Fund (IMF) downgrades the global growth outlook YET again (which is becoming a recurring theme, as we discussed here a year ago), we turn our eyes to Italy’s current economic disaster. Italy has recorded exceptionally weak growth in recent years but, in order to get a better understanding […]
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Adviser trade body calls on govt to save pension dashboard
Adviser trade body Pimfa has called on the government to go forward with the pensions dashboard as rumours swirl that ministers are considering abandoning the idea. Pimfa’s call comes after reports claim work and pensions secretary Esther McVey believes that the pensions dashboard would be a distraction to rolling out universal credit and so should […]
Spending, pensions and retirement: MAS in numbers
The Money Advice Service will soon be superseded by a new public financial guidance body, rolling it into Pension Wise and The Pensions Advisory Service. Money Marketing looks at some of the key stats for the organisation ahead of the transition.
Is a fund better off with a sole manager or a team?
The year so far has been full of manager and senior staff moves. Earlier this month, eight senior staff at Standard Life Aberdeen left to go to Aviva Investors, to join former Standard Life Investments equities head David Cumming. With moves like this in mind, is a management team or sole manager the better choice? […]
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