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Investment General

Your profession

Jelf Group IFA arm makes small loss; cuts adviser numbers

The financial planning arm of insurance consultants Jelf Group has reported a small loss for the six months to the end of March, as the company invests in preparing for the Retail Distribution Review (RDR).

clock 08 May 2012 •

Investment General

Wells Capital acquires Reeves IM

Wells Capital has acquired fellow discretionary firm Reeves Investment Management in a deal which increases its assets under management by more than £50m.

clock 04 May 2012 •

Investment General

Skandia opens up Spectrum Select to more advisers

Skandia Investment Group (SIG) has opened up its Spectrum Select client reporting service to more advisers.

clock 02 May 2012 •

Investment General

Mattioli Woods secures DFM approval

Wealth manager and pensions consultancy Mattioli Woods is preparing for the launch of a discretionary portfolio management service after securing investment permissions from the FSA.

clock 02 May 2012 •

Investment General

Mazars: 'FSCS will foot bill of almost all Merchant Capital customers'

Just 0.1% of Merchant Capital clients owed money by Pritchard Stockbrokers will not be covered by the Financial Services Compensation Scheme (FSCS), according to Pritchard's administrators Mazars.

clock 02 May 2012 •

Investment General

UBS shareholders to challenge chiefs over $77m bonus pot

UBS shareholders including F&C are set to rebel against the Swiss bank's proposed pay packages for its top executives, echoing the moves taken by Barclays shareholders last week.

clock 02 May 2012 •

Investment

Advisers 'should review risk assessment practices'

Advisers should review the way they discuss risk with clients according to research which suggests many consumers do not have a proper awareness of the potential downside of their investments.

clock 01 May 2012 •

Individual Protection

Lloyds makes extra £375m PPI claims provision

Lloyds Banking Group has set aside an extra £375m to cater for an influx of compensation claims related to the mis-selling of payment protection insurance (PPI).

clock 01 May 2012 •

Global

Five things your clients will call you about this week

FIVE THINGS

clock 30 April 2012 •

Investment General

Barclays shareholders set to vote against executives' pay

Some Barclays shareholders are expected to vote against the pay of its top executives at the bank's annual general meeting on Friday.

clock 27 April 2012 •
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