Articles
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3 weeks ago |
moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Alistair Cunningham |David W Coombs
Rathbones Asset Management (RAM) has announced three senior appointments to its distribution team. Tom Hobbs has joined as business development director for the West of England. Hobbs will be based in Bristol. He was previously regional head of business development at Vanguard Asset Management. At Vanguard he was responsible for “growing and developing long-term relationships with regional financial planning, wealth management and discretionary fund managers in the Southwest region and Wales”.
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3 weeks ago |
moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |David W Coombs
The direct-to-consumer (D2C) investment platform market delivered a strong performance in the first quarter of 2025, supported by a robust ISA season and improving investor confidence, according to Fundscape’s latest Direct Matters report. Despite geopolitical tensions and mixed economic signals, D2C platforms saw gross sales rise to over £19bn in Q1 — up 19% from the previous quarter.
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1 month ago |
moneymarketing.co.uk | Momodou Musa Touray |Dan Cooper |David W Coombs
Just Group has announced a significant upgrade to its Secure Lifetime Income (SLI) solution, introducing more flexible and client-friendly death benefit options to better support advisers and retirees.
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1 month ago |
moneymarketing.co.uk | Tom Browne |David W Coombs |Chris Davies |Steffen Pauls
Financial advisers must do more to engage with younger generations, according to financial journalist and broadcaster Iona Bain, who warned that many young people are in “desperate need of help” with their finances. Bain delivered her keynote speech at MMI Leeds today (8 May), entitled ‘Intergenerational planning: Asset retention and engagement with the clients of tomorrow’.
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1 month ago |
moneymarketing.co.uk | Dan Cooper |David W Coombs |Alannah Kinsella
Quilter Cheviot Europe Limited (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, has acquired Dublin-based investment advisory firm GillenMarkets. GillenMarkets was founded 15 years ago by Rory Gillen and currently advises on over €600m of assets for around 500 families. As part of the acquisition, the firm’s founder, five investment advisers and their support team will join QCE’s Dublin-based team.
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