United Kingdom
Investment | 9 Feb 17
Openwork to launch discretionary fund management service
Openwork is to launch a discretionary fund management (DFM) service in April that will leverage its investment proposition Omnis, which includes strategies run by groups including Woodford Investment Management, Schroders, and Threadneedle.
Disclosure is a benefit, ‘not an enemy’
Having avoided the high commission trap, Isle of Man-headquartered IOMA Group is well placed to thrive in the new world of fee disclosure and transparency, says managing director Chris Kenning.
GWM to ‘aggressively expand’ UHNW offering as Coady gets going
Guardian Wealth Management is to “aggressively expand” its ultra-high net worth client (UHNW) business, targeting UK residents as part of former deVere UK managing director Mike Coady’s new plans to grow its existing offices around the world in 2017.
Best Practice | 8 Feb 17
PFS targets advisers of tomorrow with development programme
The Personal Finance Society (PFS) has launched a financial adviser development programme that offers support to the employers of aspiring financial advisers across the UK.
Tax & Regulation | 8 Feb 17
Four tips for end of year tax planning
As the UK approaches the end of another tax year, Tony Müdd, divisional director for development and technical consultancy at St James’s Place, talks through how to make the most of all the allowances and exemptions available.