Sesame Bankhall Group has axed its wealth management arm for advisory firms which will result in all its investment advice firm members having to become directly authorised or choosing to become appointed representatives elsewhere. Read more ...
Sesame Bankhall Group axes wealth management advice arm
- Tuesday, 31 March 2015
- Articles
Firm's fourth takeover in a month brings spending to nearly £4m
- Monday, 02 March 2015
- Articles
A Financial Planning led investment management firm has announced its fourth takeover in just over a month in a deal which will bring its spending to nearly £4m. Read more ...
Old Mutual Wealth's UK platform profits rise as sales hit £5bn
- Friday, 27 February 2015
- Articles
Old Mutual Wealth has reported its UK platform profits increased to £19 million from £13 million last year and its gross sales were £5.1 billion. Read more ...
New Midlands academy for aspiring wealth managers
- Thursday, 05 February 2015
- Articles
A new academy for aspiring wealth managers based in the Midlands will launch in September. Read more ...
Wealth firms among companies failing Google test
- Thursday, 29 January 2015
- Articles
Wealth firm reports jump in funds under management to £27 billion
- Friday, 24 October 2014
- Articles
Axa Wealth has reported its overall funds under management have grown 10 per cent to £27billion in the last 12 months.
Read more ...Barclays director joins advisory firm to run national IFA operation
- Thursday, 23 October 2014
- Articles
A financial advisory firm has brought in a director from Barclays Wealth and his former team to head up a new look national IFA operation.
Read more ...Two bosses banned after wealth firm's serious client money failings
- Friday, 10 October 2014
- Articles
Two directors of a wealth management company have been fined and banned by The Financial Conduct Authority for "serious failings in relation to the protection of client money".
Read more ...Wealth manager goes from bedroom to £385m of assets
- Friday, 12 September 2014
- Articles
The founder of an asset management company, set up in a back bedroom 19 years ago, says its success has gone beyond his wildest dreams after reaching the point of overseeing £385m worth of assets.
Read more ...New Masters Degree in wealth management launched
- Wednesday, 30 July 2014
- Articles
A new Masters Degree in wealth management has been launched at Loughborough University's School of Business and Economics.
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