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Archive for the Retail Distribution Review (RDR) Category

JP Morgan AM creates global team for UK sales head Berens

JP Morgan Asset Management has redesigned its sales capability in response to RDR to create a new global relationship management team that reports to the head of UK funds, Jasper Berens. Andrew Larkin has been named as head of JP Morgan AM’s brand new global strategic relationships

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Post-RDR charging – cheaper and/or more transparent?

As the post-RDR charging landscape begins to emerge, it is reasonable to ask whether the FCA has done its job and lowered the cost of investing. Equally, if it has not lowered the cost, then has it at least made it more transparent? In the old model,

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Key Highlights – Social Media Intelligence – UK Wealth Management Q4 2013.

August to October saw another quarter of significant growth with 48,000 activity/ mentions (a 17% increase vs the previous quarter) across the cohort of wealth management Brands included in this research. Wider UK industry activity/mentions grew by 8% for the quarter (off a much larger sample base

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Barclays names SJP, Hargreaves and networks as post RDR winners

St James’s Place, adviser networks including Sesame, Openwork, and Intrinsic, and Hargreaves Lansdown are set to emerge as the winners in the changing distribution landscape, according to research from Barclays. In an analysts note, Barclays argues large advice firms and platforms are set to succeed post-RDR as

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Revealed: the Cazenove/Schroders wealth management senior team

Over 100 days into the integration of the Schroders and Cazenove private client divisions, head of wealth management Andrew Ross says that with a unified management structure now in place, he is confident the enlarged entity can become the ‘pre-eminent wealth manager in the UK and Channel

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Is St James’s Place bridging the advice gap?

St James’s Place (SJP) once again exceeded expectations with another round of bumper results in Q3, and many are tipping further growth as the firm exploits a growing ‘advice gap’. The restricted advisory firm continued its upward ascent in the third quarter with £1 billion net inflows, bringing

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Standard Life Wealth to be merged into SLI

Standard Life is carrying out an internal restructure which will see the wealth business move into Standard Life Investments. The move will see Standard Life Wealth chief executive Richard Charnock report to SLI chief executive Keith Skeoch, rather than Standard Life UK and Europe chief executive Paul

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Sarasin’s Rob Thorpe to join F&C as head of consumer

Rob Thorpe, formerly of Cazenove, has left Sarasin & Partners after little more than six weeks in his new job to become head of consumer at F&C Investments. Thorpe joined thematic investment specialist Sarasin on 30 September to become its head of retail. Prior to this he

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Threadneedle appoints head of wholesale solutions in post-RDR multi-asset push

Threadneedle Investments has appointed Richard Vincent head of wholesale solutions. In this newly created position, Vincent will take charge of promoting and developing Threadneedle’s multi-asset investment solutions for the UK and global intermediary markets, working closely with the firm’s head of multi-asset allocation Toby Nangle and head

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Artemis appoints Richard Pursglove new Head of Retail

Artemis Investment Management has hired Richard Pursglove as head of retail, to drive the firm’s distribution strategy from September this year. Strengthening Artemis’ existing sales team and reporting to Artemis’ Head of Asset Gathering, Dick Turpin, Richard will be responsible for the future development and delivery of

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