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More FTSE charts & pricesNews by: Danielle Levy
Charles Stanley: we are not reviewing pricing for RDR
James Rawlingson, finance director at Charles Stanley, explains why he has no plans to alter its pricing in the run up to the RDR and explains why acquisitions could be on the cards.
Fatca: costs of compliance may be less than expected
Companies will be able to report to local tax authorities rather than direct to the IRS in a move which should reduce the administrative burden and costs.
Quilter managed portfolio service head Hepworth to leave
Quilter's head of managed portfolio service Charles Hepworth has resigned from the company.
Wealth Manager: establishing the roots of growth at OakTree
Setting up a wealth management business in 2008 could be considered reckless. But OakTree founders Ian Brady and Jeremy Arthur say it has proved a risk worth taking
Asset allocation: Kestrel's major calls
Kestrel CEO John Ricciardi is cutting his bond exposure in favour of a higher weighting in commodities and emerging markets.
Discretionary blow as advisers who outsource face VAT liability
Advisers who outsource to discretionary managers will have to charge their clients VAT, according to draft HM Revenue & Customs (HMRC) guidance.
Suitability conundrum: what if discretionaries are accountable?
A growing number of wealth managers and regulatory consultants suspect there could be pressure on discretionary managers to take responsibility for suitability for bespoke mandates run for advisers.
McQuaker: how I plan to turn performance around
Henderson multi-manager Bill McQuaker is seeking to driver performance across his funds by taking a core defensive approach with optionality to benefit from potential upside.
Affinity Private Wealth offers fee reduction for early joiners
The new Jersey-based boutique, set up by a senior team from Fairbairn, is planning to reduce fees once it reaches the £200 million asset mark and has incentives for early joiners.
Killik expands reach with private office launch
Killik & Co, founded by Paul Killik, is expanding its proposition with the launch of a private office, which will offer a full family office service to its broader client base.
Aberdeen to lend a hand on suitability with seminar series
Aberdeen Asset Management is to focus on the hot topic of suitability as part of its Adviser Intelligence seminar series.
Up to 100 Coutts staff face axe in restructure
Coutts’ front office faces a 2% headcount reduction, following the bank’s decision to separate its wealth management and private banking functions.
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Smart Beta: Deborah Fuhr's tips on getting clever with ETFs
Former BlackRock exchange traded fund guru Deborah Fuhr - now an independent strategist - offers her insight as to how wealth managers can use ETFs in a smart way as regulatory pressures grow.
