Products & Services
News Team on 28/10/2020
Schroders Personal Wealth (SPW) has announced the launch of its junior ISA (JISA) – a means of encouraging client conversations around family financial planning.
Alexandra Newlove on 23/10/2020
7IM has purchased a company dedicated to helping private clients “independently” find a wealth management firm.
News Team on 21/10/2020
Aviva Investors has launched an ESG training programme for financial advisers, designed to assist with preparations for the next round of changes to MiFID II.
News Team on 12/10/2020
Brewin Dolphin has appointed BMO Global Asset Management (BMO GAM) as its partner to handle its corporate engagement and proxy voting needs.
News Team on 07/10/2020
Wealth manager Connor Broadley has announced it has successfully completed its migration to the SEI Wealth Platform.
News Team on 01/10/2020
Brewin Dolphin has announced it will remove VAT across both its active and passive Managed Portfolio Service (MPS) ranges from 1 October.
News Team on 28/09/2020
Boutique investment manager Sparrows Capital has launched a range of ESG portfolios via its model portfolio service (MPS) for financial advisers.
News Team on 19/08/2020
St. James's Place (SJP) has selected eVestment, a global institutional investment data and analytics firm, to serve clients with its distinct approach to investment management.
News Team on 05/08/2020
Wealth manager Tilney has launched a sustainable model portfolio service (MPS) to the adviser market.
News Team on 03/08/2020
The Financial Conduct Authority (FCA) is looking to extend the redemption period for property funds to up to 180 days – an attempt to address the liquidity problems which are a feature of the sector in turbulent times.
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