Hightower has named financial services industry veteran and CNBC contributor Stephanie Link to a new executive role – Chief Investment Strategist and Portfolio Manager.
UBS Wealth Management USA is expanding its offering of Separately Managed Accounts (SMA) with no additional investment manager fee to third-party asset managers.
Boodle Hatfield, a private wealth law firm, has appointed Matthew Bennett as a partner in its growing private client and tax practice.
New data reveals that retirees are already taking steps to revisit their pension plans due to the impact of Covid-19, although non-advised pensioners are much less likely to have taken action.
PIMFA, the trade association for the wealth management and financial advice industry, has welcomed the announcement from HM Treasury of the appointment of Nikhil Rathi as Chief Executive of the Financial Conduct Authority (FCA).
Willis Owen, one of the UK’s largest online investment platforms, has launched a Smart Savings offering in partnership with the FinTech cash savings service Raisin UK.
TrustQuay, a technology provider to the corporate services, trust and fund administration markets, has signed an agreement with LGL Group to migrate its business onto the TrustQuay NavOne system.
Rathbone Unit Trust Management Ltd (Rathbones) has launched two new multi-asset funds, as part of the Rathbone Multi-Asset Portfolio Funds (RMAP) range – the Rathbone Multi-Asset Defensive Growth Portfolio Fund and Rathbone Multi-Asset Dynamic Growth Portfolio Fund.
Progeny has appointed a Chief Technology Officer (CTO) to drive and capitalise on the adoption of technology across the business and deliver on the firm's connected strategy.
New research from Investec reveals that once the worst of the coronavirus pandemic is over and the lockdown is lifted, 45 per cent of people with savings accounts believe they will be more likely to manage them online using digital services such as apps than they were before the crisis.