Latest News - James Phillipps
Profile: will the Robo boom turn to dotcom bust?
While reviewing the options for the recently launched Alpha Beta Partners, this wealth vet said he couldn't help make some awkward comparisons
EU Council: hurry up and prepare for a hard Brexit
The EU is warning member states and companies that they need to speed up their contingency planning for a hard Brexit as the UK continues to offer no viable solution to the Irish border issue.
MPS spotlight: How Tilney builds its portfolios
The firm’s asset allocation decisions are based on goals, rather than underweight or overweight positions, says Porcheron.
FCA drops life insurance probe into Scottish Widows
The Financial Conduct Authority (FCA) said it has concluded its investigation the of Scottish Widows, as part of its review of longstanding customers in the life insurance sector, and found no grounds for taking any enforcement action.
Firms open door to MPS expansion
More than 20% of wealth managers expect their company to launch model portfolios for third-party financial adviser market.
Invesco buys adviser tech firm Intelliflo
Invesco has bought IFA technology firm Intelliflo from Hg for an undisclosed sum.
Bonham Carter joins Netwealth's board
Online investment manager Netwealth has appointed Jupiter Fund Management vice chairman Edward Bonham Carter and FT columnist Merryn Somerset Webb as non-executive directors.
How Argonaut's Bennett powered his Europe fund to the top
Sitting top of the sector over the course of a year has been a dream start for Greg Bennett’s Argonaut European Income Opportunities fund.
St James’s Place names new chair in boardroom reshuffle
St James’s Place chair Sarah Bates is retiring from the board with immediate effect, following the group’s annual general meeting (AGM) being held today.
Sanlam boosts London office with wealth hire
Sanlam UK has bolstered its London team with the hire of Daniel Szabo as a portfolio manager.
FCA Mifid probe should address research 'conflicts'
Fund consultants have welcomed the FCA's investigation into how Mifid II is functioning around five months after the new rules were introduced.
The existential crisis facing wealth managers
A new study underlines the impact artificial intelligence is having on wealth management
Why Speirs & Jeffrey was forced to sell to Rathbones
In a letter to clients, Speirs and Jeffrey chief Russell Crichton outlined why Scotland's biggest wealth manager had to give up 112 years of independence.