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Lee Hartley, Fairstone

New Fairstone retirement plan offers individual financial advisers 6x recurring income

Fri, 23/06/2017 - 09:54

UK financial planning firm Fairstone Group has launched the Fairstone Retirement Plan, which guarantees a long-term annuity pay-out worth a minimum six-times recurring income.  »

Geoff Cook, Jersey Finance

Jersey Finance research paper highlights family disputes and loss of control as key issues in Chinese succession planning

Fri, 23/06/2017 - 09:51

New research published by Jersey Finance has identified key challenges facing wealth management practitioners supporting wealthy investors and families in China with their succession planning needs. »

IW&I appoints new associate director

Thu, 22/06/2017 - 10:08

Investec Wealth & Investment (IW&I) is expanding its Cheltenham office with the hire of a new Associate Director in financial planning, Sophie Haslehurst.  »

Santander UK launches private bank and wealth management division

Tue, 20/06/2017 - 12:04

Santander UK has launched Santander Private, a service dedicated to providing banking and wealth management services to private clients, business owners and entrepreneurs. Santander Private offers bespoke services to clients with investments and savings of over GBP500,000, or an annual income of more than GBP250,000. »

Independent financial advisory firm Kimery Wealth Management launches

Tue, 20/06/2017 - 09:56

Kevin D Kimery has launched Kimery Wealth Management, formerly "The Kimery Group" of Morgan Stanley. »

Every GBP1 of wealth transferred between the generations generates GBP1.65 for the UK economy, says St James’s Place

Mon, 19/06/2017 - 09:28

The UK is on the cusp of a large-scale wealth transfer and it could make a significant contribution to UK GDP, according to new research released today by FTSE 100 wealth manager, St James’s Place. »

Capital Wealth Planning selects Fiserv for integrated portfolio accounting and trading solutions

Fri, 16/06/2017 - 09:51

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that Capital Wealth Planning, a fee-only SEC registered investment advisor (RIA), has selected Fiserv to provide a portfolio accounting and trading platform that can interface with Unified Managed Account (UMA) model delivery platforms. »

ESG may entice investors to save more, says Natixis Global Asset Management

Fri, 16/06/2017 - 09:48

The rising importance placed on environmental, social and governance (ESG) investing may be the key driver in getting more individual investors, across generations, to invest more or even start planning for retirement. »

Nicola Meaden Grenham, Dumas

Dumas Capital Co-founder named strategic adviser to Kettera Strategies

Fri, 16/06/2017 - 07:26

Dr Nicola Meaden Grenham (pictured), co-founder of Dumas Capital, has been named Strategic Adviser to Kettera Strategies and its Hydra marketplace, a global platform providing investors with access, daily transparency, intra-month liquidity and notional funding to established and emerging alternative asset managers. »

BlueRock Wealth Management partners with FutureVault

Fri, 16/06/2017 - 07:06

BlueRock Wealth Management is offering FutureVault's Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to its executive and high-net-worth clients. »


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