Brewin Dolphin poaches UBS planning head to open new office

Brewin Dolphin has poached UBS’ deputy financial planning head Keith Sheenan to bolster its new office in West London. Sheenan was deputy head of the financial planning team at UBS Wealth Management for seven years, and has almost 20 years of experience in providing wealth planning and holistic financial advice to high net worth private […]


Adviser trade body adds three new board members

Advice and wealth management trade body Pimfa has bolstered its board with three new members. The hires come just over a year since legacy campaign groups Apfa and the WMA merged. The three new appointments come from a range of asset management backgrounds, as Heartwood Wealth Management chief executive Tracey Davidson, Ruffer chief financial officer […]


Ex-UBS rogue trader’s deportation put on hold

Former UBS trader Kweku Adoboli, who had been convicted of one of the UK’s biggest frauds, has won a temporary reprieve from deportation to his native Ghana. Abodoli had left Ghana at the age of four and has lived in the UK since he was 12 years old. However, he never applied for citizenship. Adoboli […]


Income should mean income

By Robin Geffen, Fund Manager & CEO, Neptune Equity income funds have a vital role to play in client portfolios today. With the awkward confluence of the baby boomers retiring as fixed income yields sit at historic lows, these funds have increasingly taken centre stage in delivering income for those who need to live off […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment