A new survey has revealed the rapid growth of Centralised Investment Processes (CIPs) with 82% of intermediaries now using a CIP and 76% using model portfolios.
Read more ...James Hay's wealth arm bucks poor parent results
- Thursday, 31 August 2017
- Articles

SIPP and platform provider James Hay has seen revenues drop by £1.4m, in disappointing results for the first half of the year.
Read more ...Chartered Financial Planning firm to host charity golf day
- Friday, 01 September 2017
- Articles

Chartered Financial Planning firm Manse Capital - also a CISI Accredited Firm - is to host its first Charity Golf Day next month in aid of Yorkshire Air Ambulance and the Jane Tomlinson Appeal.
Read more ...Walker Crips reveals new chief executive in reshuffle
- Friday, 01 September 2017
- Articles

Investment and wealth management firm Walker Crips has announced the appointment of a new chief executive as part of a change of senior management.
Read more ...Curtis Banks mulls axing Leicestershire office
- Friday, 01 September 2017
- Articles

Fast growing Sipp and SSAS provider Curtis Banks is considering axing its Market Harborough office, making a number of roles potentially redundant.
Read more ...Rathbones and Smith&Williamson end merger talks
- Friday, 01 September 2017
- Articles

Rathbones board has ended its exclusive merger discussions with wealth manager Smith & Williamson.
Read more ...Financial services bosses are voted UK’s best
- Friday, 01 September 2017
- Articles

UK employees have voted financial services managers the UK’s best, according to a new survey.
Read more ...Old Mutual Wealth buys Cumbria Financial Planning firm
- Friday, 01 September 2017
- Articles

Old Mutual Wealth Private Client Advisers has acquired Dodd Murray, a Cumbria-based Financial Planning business for an undisclosed sum.
Read more ...Old Mutual Wealth spins off multi-asset arm
- Monday, 04 September 2017
- Articles

Old Mutual Wealth has launched a standalone multi-asset investment business as it reshapes its business model in preparation for “managed separation” of the company from its parent group.
Read more ...Curtis Banks reports 85% jump in pre-tax profits
- Monday, 04 September 2017
- Articles

Curtis Banks Group, one of the UK’s biggest SIPP providers, has reported an 85% increase in pre-tax operating profits to £5m and a 98% increase in operating revenue to £21.4m for the first half of the year.
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