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wealth management

Investment

JLT launches wealth management arm

Employee benefit consultancy Jardine Lloyd Thompson (JLT) has unveiled a new wealth management offering merging its existing services with those of latest acquisition iimia Wealth Management.

clock 17 November 2010 •

Economics / Markets

Recession cut personal wealth to lowest level since '03

Wealth levels per person in the UK hit their lowest level for five years in 2008 as a result of the financial crisis, although they have since rebounded.

clock 12 November 2010 •

RDR

Wealth managers unprepared for RDR

Many wealth managers are lacking the required qualifications to meet RDR standards and are confused about 'independent' and 'restricted' advice labels, research suggests.

clock 29 October 2010 •

Your profession

Bestinvest chooses SEI to power platform

Bestinvest has selected SEI to provide its Global Wealth Services (GWS) offering.

clock 27 October 2010 •

Wrap/platforms

New wealth management platform targets HNW market

Societe Generale Private Banking (SGPB) Hambros has launched a new platform for intermediaries offering investment and private banking support for high net worth clients.

clock 19 October 2010 •

Your profession

Yellow Capital targets exiting IFAs

Newly-launched wealth management boutique Yellow Capital says the RDR has "scared the living daylights" out of advisers and has set out plans to acquire IFA businesses exiting the market.

clock 23 September 2010 •

Investment

An Audience with... Tony Lanser

Incisive Media's Editorial Director Lawrence Gosling speaks to Head of Propositions BW International and BW Intermediaries

clock 17 September 2010 •

Your profession

Can performance fees really benefit your clients?

Performance fees

clock 16 September 2010 •

Structured Products

Technically speaking: Unregulated schemes

The FSA has been incredibly prolific and industrious recently with their thematic reviews and projects examining areas such as pension switching, structured products and platforms.

clock 12 August 2010 •

Structured Products

The happiness curve

Investors need to weigh up the pros and cons and risks versus rewards when choosing investments in the constant pursuit of happiness.

clock 17 June 2010 •
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