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United Kingdom

David Howell: Guardian Wealth Management’s accidental adviser

Companies | 6 May 16

David Howell: Guardian Wealth Management’s accidental adviser

GWM’s David Howell talks about his firm’s expansion plans, alphabet soup, and the unintended consequences of RDR on the UK advice market.

OMW’s ‘bold new’ strategy yields growth in FUM and sales

Companies | 5 May 16

OMW’s ‘bold new’ strategy yields growth in FUM and sales

Old Mutual Wealth (OMW) highlighted its vertically integrated strategy (first adopted in 2012) as the primary driving force behind its stellar performance in Q1 2016.

UBS wealth management sees strong inflows amid profits slump

Companies | 4 May 16

UBS wealth management sees strong inflows amid profits slump

Swiss bank UBS reported the strongest inflows to its wealth management division since 2008, although pre-tax profits were lower than analyst expectations and below last year.

Half of UK advisers turn away 5 clients every month

United Kingdom | 3 May 16

Half of UK advisers turn away 5 clients every month

Almost half of British financial advisers have turned away up to five potential customers in a month, while one in 10 has rejected six or more people, according to a new study by Prudential.

UK manufacturing contracts as “deep unease” takes hold

Macro Views | 3 May 16

UK manufacturing contracts as “deep unease” takes hold

Manufacturing activity in the United Kingdom has contracted for the first time in three years, according to data from Markit.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.