Wealth Management

Retirement | 23 Dec 15

Clapton Consultants, a chartered accountancy practice supporting small IFAs, gives its view of the top five challenges facing the sector in 2016.

Life | 21 Dec 15

Sun Life Financial International, part of Canada’s giant Sun Life Financial Inc, said it will no longer accept new applications for two of its key wealth products — Sun Secured Advantage Plus and Sun Investor.

Companies | 21 Dec 15

Brewin Dolphin’s head of wealth and investment management Stephen
Ford applies two key principles when running money: he believes integrity is
paramount and that financial services is as much about people as performance.

Companies | 18 Dec 15

UK wealth manager WH Ireland said it is likely to face “a substantial fine imposed by the FCA,” following a Financial Conduct Authority review.

Macro Views | 17 Dec 15

Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.