15:57 | 11 Mar 2010
| By
Dylan Lobo
Former Cazenove partner Malcolm Calvert partner has been jailed for 21 months.
10:51 | 11 Mar 2010
| By
Drazen Jorgic
Private bank Adam & Co is undertaking a strategic recruitment drive to beef up its financial planning capabilities.
08:00 | 11 Mar 2010
| By
Michelle McGagh, Maryrose Fison
Acquisition and discretionary status are among the aims Conforto boss Andy Sutton has set out in delivering the financial planning service he was deprived of when he was a NASA engineer.
17:07 | 10 Mar 2010
| By
Drazen Jorgic
Malcolm Calvert has been found guilty on five counts of insider dealing and fined £56k
11:31 | 10 Mar 2010
| By
Matthew Goodburn
Standard Life Investments continued to show strong growth across a range of international markets, posting a 67% increase in third party net inflows in 2009. ,
11:06 | 10 Mar 2010
| By
Dylan Lobo
In a strong sign that London is becoming a top destination for exchange trade commodities and exhange traded funds providers, the Swiss investment bank lists 69 ETCs on the LSE.
08:00 | 10 Mar 2010
| By
Nicholas Paler
Oxford-based Critchleys Financial Planning has joined forces with a professional life coach to enhance its proposition to clients.
08:00 | 10 Mar 2010
| By
Nicholas Paler
Norwich-based ARW Wealth Managers is looking to tap into the ‘pink pound’ to grow its business by developing ties with the local gay community.
12:14 | 09 Mar 2010
| By
Daniel Grote
IFA consolidation group Perspective has launched a new division specialising in advice on corporate pensions and employee benefits.
10:37 | 09 Mar 2010
| By
Iain Martin
MetLife has secured indemnity against any losses from the £2.3 billion AIG Protected Recovery fund created after a rush of withdrawals from the Enhanced fund, as part of its $15.5 billion deal to buy Alico.
10:14 | 09 Mar 2010
| By
William Robins
Pioneering New Model Adviser® reader Phil Melville and his wife Jean Macintyre have closed Argyle Financial's Southport office in a back-to-basics strategy that will recast their firm as a ‘mom and pop’ business.
08:00 | 09 Mar 2010
| By
William Robins
The Spofforths adviser is confident the employment pension scheme will not see the light of day.
10:18 | 08 Mar 2010
| By
Matthew Goodburn
Jupiter Merlin’s fund of funds head does not see a gold bubble forming over the mid term and believes the asset class offers great insurance against inflation and currency risks
10:16 | 08 Mar 2010
| By
Iain Martin
Newly created national advice firm Ashcourt Rowan has appointed a streamlined, five-man executive team.
11:43 | 05 Mar 2010
| By
Iain Martin
Paul Willans, chief executive of Mazars Financial Planning has resigned from the national accountancy firm.
10:44 | 05 Mar 2010
| By
Danielle Levy
Ex-Lloyds Private Bank chief Mark Cheshire has set Ashcourt Rowan the ambitious target of doubling the size of the business in 1,000 days two months into his new role as CEO.
07:00 | 05 Mar 2010
| By
William Robins
London-based accountancy firm Higgins Fairbairn & Co has formalised its financial planning arm under the banner of Higgins Fairbairn Advisers.
07:00 | 05 Mar 2010
| By
Daniel Grote
Financial Weeks, the Hertfordshire-based adviser run by husband and wife team Darren and Tina Weeks, is acquiring the firm of a retiring adviser.
12:09 | 04 Mar 2010
| By
Iain Martin
Aegon has appointed Patrick Gale and Iain Black to the board of its distribution business, made up of IFA nationals Positive Solutions and Origen.
09:14 | 04 Mar 2010
| By
Matthew Goodburn
Schroders enjoyed record net new business inflows of £15 billion for the year to the end of December although it saw a reduction in net revenue margins and reduced performance fees as a result of volatile markets and a range of cost cutting measures.
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