wealth management

Multi-manager is a growing business for European distributors, according to research by Fidelity International.

Charterhouse Consulting Wealth Management has been fined £122,500 by the Financial Services Authority for carrying out discretionary portfolio management without permission and for various conduct of business failings.

Too much energy is wasted in trying to define what a wrap is, when all advisers should be asking is what a wrap needs to be able to do to add value to their business, suggests James Hay.

UBS Global Asset Management is expanding its retail sales team to better target 'key distribution channels' as well as the wider IFA market.

Scottish Equitable International (SEI) is to replace three of their current offshore bonds with a new offering from early March.

Yet more comments have been aired on the issues of FOS decisions and the fees versus commission debate relating to business models.