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Companies | News 17 Jul 18

Cold-calling pension company vanishes with millions

An abusive UK pension company that pumped millions into notorious ‘storage’ investments has been shutdown by the High Court.

Retirement | Analysis 17 Jul 18

Pension freedoms pioneering spirit is at risk

With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?

PEOPLE MOVES: KPMG, Investors Trust, Carrick

Africa | News 17 Jul 18

PEOPLE MOVES: Holborn, Carrick Wealth, Vanguard

Holborn Assets Hong Kong names its chief executive, Carrick Wealth appoints an acquisitions director who comes by way of the UK, Singapore and Dubai, while Vanguard bolsters its ETF Capital Markets team in Europe.

Africa | News 17 Jul 18

Carrick targets ultra-wealthy with family office launch

South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals (UHNWIs).

Best Practice | 17 Jul 18

Model portfolio risk labels ‘dangerously naive’

The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.

Partnership aims to close the global advice gap

News 17 Jul 18

Pacific Asset Management partners with UK advice firm

The asset management arm of Pacific Investments Group has entered into a strategic partnership with financial advice business Chartered Financial Management (CFM(UK)).

Companies | 16 Jul 18

Blackrock and Schroders frontrunners for £109bn Lloyds mandate

Asset managers Blackrock and Schroders are the rumoured frontrunners to oversee £109bn ($144.3bn, €123.5bn) for Lloyd’s Banking Group (LBG), after its contract with Standard Life Aberdeen was terminated earlier this year.

Best Practice | 16 Jul 18

Seven steps for better platform client outcomes

From banning exit charges to drawing on the platform industry to tackle orphan clients, the Financial Conduct Authority has outlined seven remedies to improve consumer outcomes.

News 16 Jul 18

Taking a hedge fund mentality to online wealth management

Negativity around robo and investment technology a few years ago prompted former hedge fund executives Ian Cadby and Jonathan Wauton to get into the online wealth management space, culminating in the launch of platform Tiller on Monday.

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