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Old Mutual Wealth caps exit fees at one per cent on older UK pension contracts

Fri, 01/07/2016 - 13:18

Old Mutual Wealth is capping exit fees at one per cent for all customers aged 55 or over on older style pension contracts. »

Bircham Dyson Bell strengthens private wealth team

Fri, 01/07/2016 - 13:16

London law firm Bircham Dyson Bell (BDB) has appointed Elizabeth Neale as head of its private wealth department in succession to Helen Ratcliffe, who has stepped down from the role after five and a half years.  »

Ken Fry joins Alpha FMC board

Fri, 01/07/2016 - 13:13

Asset and wealth management consultancy Alpha FMC has appointed Ken Fry, former global chief operating officer at Aberdeen Asset Management as a non-executive director. »

Pacific Asset Advisors acquires Cadence Capital Management

Pacific Asset Advisors acquires Cadence Capital Management

Fri, 01/07/2016 - 13:03

Pacific Asset Advisors (PAAL), an investment management firm wholly-owned by Pacific Life Insurance Company, has completed its acquisition of Cadence Capital Management, a boutique investment firm with approximately USD4 billion in assets under management. »

CIBC Mellon to provide fund services for Redwood Asset Management

CIBC Mellon to provide fund services for Redwood Asset Management

Fri, 01/07/2016 - 10:21

CIBC Mellon has been selected to deliver fund administration, fund accounting and record-keeping for Redwood Asset Management's family of 12 funds. »

A third of future pensioners expect to work to fund retirement, says Old Mutual Wealth

Fri, 01/07/2016 - 08:42

More of those approaching retirement are expecting part-time work to contribute to meeting their future needs for retirement income, according to research from wealth manager Old Mutual Wealth. »

Elian boosts compliance capabilities with director appointment

Elian boosts compliance capabilities with director appointment

Thu, 30/06/2016 - 15:18

Elian has strengthened its compliance capabilities with the appointment of Kristian Walton as group risk and compliance director. »

New Inheritance Tax guide signposts ten ways to protect family wealth

Thu, 30/06/2016 - 15:17

EQ Investors (EQ), the boutique wealth manager led by John Spiers, has published a new guide to help raise awareness of the importance of estate planning. »

Vincent Mortier

Amundi details post Brexit situation

Thu, 30/06/2016 - 10:30

Vincent Mortier (pictured), Deputy CIO, Global Head of Multi-Asset Amundi and Pascal Blanqué, CIO, Global Head of Institutional Division Amundi have issued a joint statement on the situation post Brexit.  »

UK’s top-rate tax-payers fear recession following Brexit vote

Thu, 30/06/2016 - 09:37

Amidst political uncertainty and falling markets, 53 per cent of Brits earning GBP40k or more fear a recession, whilst just 25 per cent are worried about job security  »

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