Articles
Brown Shipley hires Julius Baer exec for Manchester role
Written by Kat MitchellWealth manager Brown Shipley, part of Quintet Private Bank, has appointed former Julius Baer head of relationship management Martin Cuthbert as the new head of its Manchester office.
Quilter appoints distribution director for platform business
Written by Kat MitchellQuilter has appointed Karen Blatchford as distribution director of its UK platform business Old Mutual Wealth.
NEW: Latest Financial Planning Today Magazine out now
Written by KevinThe latest edition of our sister Financial Planning Today Magazine is out now and includes an exclusive Cover Feature on how Financial Planning professionals are using the latest planner technology to beat the pandemic and work "faster, better and smarter."
Wealth manager dampens excitement on GDP figures
Written by Kat MitchellWealth management and Financial Planning group Quilter said that while the UK economy expanded the most on record in the third quarter this is a catch-up and the bounce back has already begun to end.
Investors lose £657.4m as investment fraud rises 28%
Written by Kat MitchellBetween September 2019 and September 2020, Action Fraud received over 17,000 reports of investment fraud amounting to £657.4m in reported losses.
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Chancellor-commissioned report recommends CGT reform
Written by Kat MitchellA report from The Office for Tax Simplification, commissioned by Chancellor Rishi Sunak, has recommended a major overhaul of capital gains tax.
Half of financial advisers who took part in a recent survey report an increase in protection sales since Covid-19 hit.
FCA launches court action after investors lose £30m+ in UCIS
Written by KevinThe FCA has launched High Court proceedings against a company and two individuals over alleged links to care home investments which saw investors lose more than £30m.
Advisers see four-fold surge in professional referrals
Written by KevinFinancial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.