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Author profile

Will Roberts

Articles by Will Roberts

Your profession

AWD The Private Office appoints two partners

AWD Chase De Vere's high net worth boutique The Private Office has appointed two partners as the practice marks an impressive first year in business.

clock 09 February 2010 •

Your profession

Ashcourt Rowan appoints IFA relationship manager

Syndicate Asset Management has appointed former Blue Sky Asset Management's Chris Gillam as IFA relationship manager for its wealth management arm Ashcourt Rowan.

clock 08 February 2010 •

Your profession

Need an Adviser launches outsourcing service

A service enabling "over-burdened" advisers to outsource specialist areas of advice but still retain up to half of the commission or fee has been launched by Need an Adviser.com

clock 08 February 2010 •

Your profession

Albert E Sharp name resurrected for new IFA proposition

The century-old name of Albert E Sharp has been revived as the brand for a new firm offering discretionary management services to high net worth IFA clients.

clock 08 February 2010 •

Wrap/platforms

Nucleus adds two more firms to board

Nucleus has appointed two new IFA firms to its advisory board, which is now seven-strong following its third annual re-election process.

clock 05 February 2010 •

Wrap/platforms

Smaller platforms shine as IFA sales surge

IFA platform assets topped £90bn by the end of 2009 as smaller, newer propositions made their mark, The Platforum says.

clock 05 February 2010 •

Your profession

FundsNetwork launches inflation/deflation IFA workshops

A series of 27 workshops entitled 'Fire & Ice' and tackling the issues of inflation and deflation has been launched by Fidelity FundsNetwork.

clock 04 February 2010 •

Investment

CrossBorder to launch ETF-based UCITS III fund

CrossBorder Capital is launching an ETF-based UCITS III version of its Pulsar Alpha fund.

clock 04 February 2010 •

Wrap/platforms

Skandia unveils support package for advisers

Skandia has established two new support teams to provide technical assistance to advisers and help them make the most of its Investment Solutions platform.

clock 04 February 2010 •

Your profession

David Ferguson: Where now for platforms?

Firstly I'd like to wish you all a very happy New Year. It hardly seems like a few hours since the end of the last Millennium, but already we are into its second decade.

clock 03 February 2010 •
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