Business & Development
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JP Morgan Asset Management expands UK Funds sales team
JP Morgan Asset Management has expanded its UK Funds Sales team with five new appointments. James Burdis has been appointed a Client…
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Premier Portfolio Financial Services joins Fairstone DBO programme
Chartered financial planning firm Fairstone has signed up London-based Premier Portfolio Financial Services to its downstream buy-out programme (DBO). This is the…
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Chase de Vere plans discretionary investment service
Chase de Vere, the national firm of independent financial advisers, is launching its new discretionary model portfolio service on 4 June and Ben…
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Peace for Korea?
Invesco Perpetual’s Asian Equities Fund Manager William Lam on his reasons for cautious optimism towards the Korean market: Prospect of peace after…
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Brewin Dolphin finance director stepping down
Andrew Westenberger, Brewin Dolphin Finance Director, will be stepping down as a director on 16 May 2018 and will be leaving the…
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St James’s Place Academy welcomes newly qualified advisers
St James’s Place Wealth Management has welcomed a further 32 qualified advisers. The group seek a new career in financial planning and…
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Brewin Dolphin Cardiff strengthens team
Wealth manager Brewin Dolphin’s Cardiff office has strengthened its team with new appointments and several internal promotions. Joining the company with 20…
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The ultimate future of robo-advice?
Mark Stringer, UK Head of Wealth and Asset Management at Capco, talks about Managed Integrated Money Information (MIMI). This is an AI…
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Fairstone acquires Sims Financial Planning
Chartered planning firm Fairstone has fully acquired Sims Financial Planning, its third acquisition of the year. Sims first joined Fairstone through its…
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St James’s Place updates on new business inflows and FUM
Wealth management group St James’s Place today updated investors on new business inflows and funds under management for the three months ended…
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