Latest News - Charles Walmsley
Ascot Lloyd hires ex-Skandia man Bentley for investment role
National advice firm Ascot Lloyd has appointed Graham Bentley as chairman of its investment committee, replacing former Old Mutual Global Investors bond manager Stewart Cowley in the role.
Goodbye Old Mutual Wealth: 14 big brands that vanished
After Old Mutual Wealth announced plans to rebrand, here are some other name changes.
Wealth adviser faces legal claim over 'secret commission' to football agents
David McKee, who denies any wrongdoing, will appear in court as part of litigation over 'secret commission' payments given to football players' agents.
Sipp provider's chief exec arrested in Gibraltar
The chief executive of Sipp firm STM Group has been arrested by police in Gibraltar over allegations he failed to disclose information about a client involved in a tax dispute with two countries.
Ex-SJP wealth adviser jailed for £800k client gamble
Ex-SJP adviser jailed for using £800k of clients' money to fund a gambling habit.
Lloyds strikes deal for £19bn Zurich pension arm
Lloyds has bought Zurich's £19 billion workplace pension business.
GP charged with attempting to hire hitman to kill Brown Shipley man
A GP has been charged with soliciting the murder of a Brown Shipley financial adviser.
Openwork hits £5bn with SJP copycat fund range
Openwork's plans to copy SJP are going well so far, with assets in its fund range at £5 billion.
'Went on a cruise': FCA finds what people think of pensions
The FCA made some interesting findings when it asked people what they think about pension freedoms.
CBI: stay in single market until Brexit deal is done
Employers organisation appeals for transition deal to allow UK companies to remain in single market and customs union after March 2019.
What is the best way to pay wealth managers?
WH Ireland recently joined Charles Stanley in paying its wealth managers based on performance rather than revenue.
Iress: a grand technological wealth design
Efficiency is too often seen as an end in itself, when in reality it should be a natural outcome of a broader approach, writes Richard Ross, digital product manager at Iress.
Mifid II conundrum: how do managers value good research?
A number of brokers, including WH Ireland, have been able to put out their research for free.