Citywire Wealth Manager @CitywireWealth
Citywire Wealth Manager provides essential news for investment professionals. Sign up for our daily emails: https://t.co/DLf5ZDvnd6?… citywire.com/wealth-manager/ London Joined October 2010-
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WATCH: Consumer Duty Debate! Had the pleasure of hosting a roundtable with regulatory experts to discuss consumer duty. Check out the highlights! 🧵 Consumer duty debate: The ‘outrageously poor’ area missed by FCA citywire.com/wealth-manager…
How can advisers make more informed decisions around active versus passive investing? Tim Edwards tells you in this webinar. ow.ly/1tSn50QwkXG This is sponsored content. For professional investors only.
Confused about why so many active fund managers can’t beat their index? Despair not, for this webinar is for you. Register now ow.ly/khFJ50Qkik0 This is sponsored content. For professional investors only.
Dame Angela Eagle condemns the FCA’s requirements for reporting non-financial misconduct, emphasising that they ask too much from victims of sexual harassment.
Dame Angela Eagle condemns the FCA’s requirements for reporting non-financial misconduct, emphasising that they ask too much from victims of sexual harassment.
‘Preying’ on client trust: FCA takes fire at bespoke services The FCA once again expresses concern over fee structures at wealth firms, as the regulator addressed the next steps for the consumer duty in a webinar at the end of last year. citywire.com/wealth-manager…
📢 IMPORTANT ANNOUNCEMENT PLEASE READ! 📢 I've decided to try something new...and launch a @CitywireWealth whistleblowing hotline! 🕵 The link for the anonymous hotline is HERE❗ : lnkd.in/e8yqgbp6 🤫🤫 Your name and information will be COMPLETELY ANONYMOUS.
Can advisers benefit from combining active and passive? Sign up to our webinar on why active management could be getting harder 👉 ow.ly/fgfr50QkifN This is sponsored content. For professional investors only.
The exits keep coming at Brooks Macdonald! CIO Edward Parks has left the business, after 15 years with the firm. @CitywireWealth citywire.com/wealth-manager…
The @DiversityProj is urging @TheFCA to monitor how often firms are using NDAs to settle claims. Will be interesting to see how the regulator responds to feedback, following its past inaction in cases like Odey AM... @CitywireWealth @oliviavenetia citywire.com/wealth-manager…
Following its ‘Dear CEO’ letter, the regulator has sent an information request to wealth and broking firms, with model portfolios and charging structures among its areas of focus. citywire.com/wealth-manager…
The @TheFCA has told platform CEOs to immediately cease charging interest on client cash holdings where a platform fee is also charged. Shares in @HLInvest and @ajbell were down 9% and 9.2% before 9am this morning, as a result. @nn_blackburn ✏️ citywire.com/wealth-manager…
An overhaul of ISA rules have been announced, including the inclusion of the long-term assets (LTAF) fund within ISAs, allowance of certain fractional shares, and the ability for savers to make multiple ISA subscriptions. citywire.com/wealth-manager…
Let's not forget that Jeremy Hunt mentioned that Tobacco duty has increased by 10%, although alcohol taxes have been frozen until 1 August.
Jeremy Hunt has announced plans for the Pension Protection fund (PPF) to become an ‘investment vehicle’ for smaller smaller defined benefit (DB) pension schemes. citywire.com/wealth-manager…
Chancellor Jeremy Hunt has scrapped class two national insurance contributions (NICs), a move that will bring down tax bills for the self-employed. citywire.com/wealth-manager…
Jeremy Hunt announced a £4.5bn manufacturing package, including £2.5bn for electric cars and £960m for a green industries growth accelerator. citywire.com/wealth-manager…
Chancellor Jeremy Hunt has permanently extended the tax break known as ‘full expensing’ for businesses, in the Autumn Statement today. citywire.com/wealth-manager…
The minimum wage will rise from £10.42 to £11.44, a rise of 9.8%, per hour in April next year #JeremyHunt
Chancellor @Jeremy_Hunt has announced plans to consult on a pension ‘pot for life’ designed to reduce the number of legacy workplace small pots within the UK pensions market. citywire.com/wealth-manager…
Alan Smith @AlanJLSmith
13K Followers 3K Following Founder @capital_tweets. Wealth Management for Entrepreneurs. | Storyteller | Truth Seeker | Podcast 🎧 👉 https://t.co/37Nc455ubz 🏴☠️jeff prestridge @jeffprestridge
18K Followers 18K Following Campaigning journalist, runner, lover of film & theatre and live music. Love Ronnie Scott’s. Baggies fan. Contributor to Closeup Culture. Love BoroMark Locke @langcatlocke
7K Followers 3K Following MD of #Communications at the lang cat. Mostly work stuff here with a bit of silliness from time to time #finance #pensions #investments #fintech #regtech #PRSimoney Kyriakou @MoorgateMermaid
10K Followers 3K Following Senior Editor of FT trade title @FTAdviser. Also: author, public speaker, possibly funny. Leftist softy. God-botherer. Cat-stroker. All views my own. UK/CANAnnabel Brodie-Smith @annabelbrodies
5K Followers 3K Following Communications Director, Association of Investment Companies - investment trusts & VCTs. Mother of two. Interests: diversity, the arts, being outdoors.Citywire @Citywire
27K Followers 1K Following We help you make better investments. Follow us for International Financial News, Interviews, Podcasts, Magazines & Events. Insta: @citywireIan Cowie @iancowie
21K Followers 8K Following Columnist at The Sunday Times and interactive investor. #StockMarket #Investment . Difficult and dull stuff made easier and more interesting.Lee Robertson FCSI FR.. @leerobertson64
5K Followers 4K Following Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee. Founder and CEO of Octo Members Group.David Hearne, CFP™ @dontdelay
7K Followers 5K Following Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Estate Planning and Investment Management. Berkshire, UK.Laura Purkess @laurapurkess
6K Followers 4K Following Consumer champion & senior reporter @TheSun, covering personal finance • Ⓥ • likes politics - views my own • [email protected] 🌻David Ferguson @david_ferguson
8K Followers 4K Following CEO @ Seccl, the embedded investment platformVictor Sacks @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received.John Stepek @John_Stepek
17K Followers 6K Following Sign up for my daily Bloomberg UK newsletter, Money Distilled, below.Money Marketing @_moneymarketing
27K Followers 2K Following The leading magazine and website for financial advisers. Pensions, investments and more 💰 Sign up at: https://t.co/smuKv5HspeAIC @AICPRESS
4K Followers 2K Following News and information from the Association of Investment Companies' press teamJustin Onuekwusi @JustinOnuekwusi
13K Followers 3K Following Investor | Multi-Asset Fund Manager | Helping the Disadvantaged | Mentor | @manutd supporter. All my views are my own. Enquiries: [email protected]Steve Nelson @langcatsteve
3K Followers 1K Following Pointless Champion, a real high for mainstream TV. Professional Adviser Personality of the Year 2020, a real low for financial services.James Fitzgerald @JamesFitzJourno
3K Followers 5K Following UK Financial Policy Reporter at @POLITICOEurope - views & rants my own - 🇦🇺 - [email protected]Andy Hart @MavenAdviser
10K Followers 8K Following Ensuring my clients never make another financial mistake. Financial Adviser @ https://t.co/cWF7Zt1xkW. Host #MavenMoneyPodcast & https://t.co/07JLWekoVq TRAPodcastElliot Guthrie @elliotguthrie
1K Followers 1K Following Chartered Financial Planner. Views my own etc.sophie @sophie_downes
119 Followers 290 FollowingGraceful @Madeleine169595
40 Followers 1K Following I am a lively and cheerful girl who would like to meet a good friend.Shane @Flycast Media .. @SEOforlondon
11K Followers 6K Following Award Winning Digital Agency specialising in the investment sector with a proven track record of helping our clients grow, attract investors and increase AUMMstclPearl5 @MstclPearl44084
30 Followers 1K FollowingNew Road Capital (Pty.. @newroadcapital
5 Followers 112 Following Where Bespoke Active Fund Management meets Unparalleled Expertise. ✨🚀 Stay ahead of the curve with New Road Capital. 🤝📈Chris George @chrisgeorge187
7K Followers 5K Following MD and Principal Consultant at https://t.co/JNDZSRTs16 Helping you achieve your financial goals. Coffee and a chat are free anytime!Carole Fossey @CaroleFossey
9K Followers 8K Following Award Winning Author, Speaker & Coach. We grow small businesses through our mastermind, training academy and done for you services. Find me on LinkedIn.Ryan Denton @RDenton48193
0 Followers 42 FollowingSteven Jardine @StevenJardine
85 Followers 413 Following Late to the investment world, but as the saying goes: better late than never.Dominic Jenkins @dominic33888
6 Followers 189 Following Advisors come to us when they want to partner with CPAs.MsMpt @MsMpt3
32 Followers 133 FollowingFreelancer Naim @naim_mia
80 Followers 2K Following I am a #professional #digitalmarketer. I am working in the #digital #marketing sector. I do #youtube #video #seo and #facebook & #google ads expart.pagsreadsX @PagsreadsX
7 Followers 48 FollowingPhillips Capital Grou.. @PhillCapGroup
13 Followers 171 Following PCG serves as the collective conglomerate encompassing; Phillips Capital, Phillips Venture Capital, and Phillips Capital Private Clients.Gosia Dawson, IFA @Gl.. @GladeFinancial
35 Followers 84 Following "Money Is Only A Tool. It Will Take You Wherever You Wish, But It Will Not Replace You As The Driver." A Rand.Mr Trader @__Mr__Trader__
204 Followers 2K Following Trader - DYODD - Not Financial Advice - Posts/Reposts/Replies/Likes/Bookmarks are not endorsements - 𝕏 the apparent home of free speechDexboi Kenneth @DexboiK88878
25 Followers 86 Following Incoming engineers science technology my career looking up to the Almighty Allah for success and promotion Muhammed fir kenneh that my name Yung zorSam Morris, CFA @SamMorrisNZ
117 Followers 147 Following New Zealand based wealth, investment and financial planning professionalNick @NiickkRRR
2 Followers 20 FollowingAlexa Brascetta @BrascettaAlexa
48 Followers 88 FollowingShard Capital @ShardCapital
1K Followers 2K Following An independent financial services company offering a full range of broking, asset management and corporate capital services.Jake Walker @RonadatylJake
213 Followers 416 Following Wolves, biscuits, long walks. The Football League. New Wave. FinTwit.tb @tdbabroad
7 Followers 488 FollowingRobert Crowcroft @RCrowcroft
1K Followers 2K Following Connoisseur of catastrophe. Observer of absurdity.Scott James Kyle @ScottJKyle1
594K Followers 109K Following Outlander, Trust Me 2, Kajaki, The Angels Share, Trainspotting 2 (Stage), Singin I’m No a Billy He’s A Tim (The Stage Best Actor Winner) https://t.co/0Q5OkVzHB6RichRoadMap @getrichnowguide
3 Followers 16 Following Join me on this journey to financial freedom and start living the life you've always dreamed of. #GetRichNow #FinancialSuccess #WealthBuildingkeith lewis @keithl65
53 Followers 310 FollowingStevie McCallum @BehaveUrWealth
757 Followers 946 Following helping clients build wealth via better decisions • in the overlap of psychology & money • here to help you 'behave your wealth' • chartered financial plannerRobert Lewis @BeardedIFA
1K Followers 769 Following Founder of Multi-Award-Winning @Celtic_fp & @CIIGroup Fellow. Trustee of @NEWCISCC. Founder of @CelticBiz & @NWalesSocial. @AlunSchool Governor.S Buckley @sarahdeaves
13 Followers 71 FollowingMatthew Moncrief @DoorMatMon22
97 Followers 176 FollowingAsh Financials @Ash_Financials
41 Followers 108 Following Investments, Pensions, Tax, Protection, Mortgages.Falcon Wealth Plannin.. @FalconWealthP
77 Followers 51 Following Helping you become more intentional with your finances. Follow us to achieve your financial goals.gabereale @gabereale
50 Followers 165 FollowingSally Hickey @hickles
1K Followers 2K Following Acting asset management reporter @FT. "Soft Southerner", friend of the Deep State. If you want a view, look out of the window. [email protected]Dave Wright @ravydavygravy
42 Followers 313 FollowingWei Yang @weiyang06
65 Followers 430 FollowingDavid Paul White 🇬.. @envillefueltimb
70 Followers 290 Following 62yrs. Live and Work in the West Midlands, UK. #Hustle #Investing #Property #Formula1 #BritishFarming #Soaysheep #Logs #Countryside ....Proud to be British 🇬🇧Alan Chaplin @chaplin_alan
6 Followers 245 FollowingShivani Naidoo @Shivani_Diviya
19 Followers 152 Followingng @Ngumba_G
19 Followers 676 Following Success is personal it doesn't need an audience confidence is not necessarily competenceGrassroots Football #.. @GRFootball
17K Followers 10K Following Grassroots Football - news, articles and opinionsStar67 @Toptvboy
13 Followers 40 FollowingBrendan @BensleyBre89276
25 Followers 57 FollowingKAILUM ALDEN @alden_kailum
1 Followers 63 FollowingMerryn Somerset Webb @MerrynSW
55K Followers 2K Following Senior Columnist, Bloomberg. Ex Ed in chief @Moneyweek. Ex Columnist/Contrib Editor @FT Opinions personal. NED: THRG Author #SharePowerMark Locke @langcatlocke
7K Followers 3K Following MD of #Communications at the lang cat. Mostly work stuff here with a bit of silliness from time to time #finance #pensions #investments #fintech #regtech #PRMark Dampier @MarkDampier
11K Followers 733 Following Author of Effective Investing. Non executive on 1 investment trust.Loves investment. All opinions are my own.Simoney Kyriakou @MoorgateMermaid
10K Followers 3K Following Senior Editor of FT trade title @FTAdviser. Also: author, public speaker, possibly funny. Leftist softy. God-botherer. Cat-stroker. All views my own. UK/CANAnnabel Brodie-Smith @annabelbrodies
5K Followers 3K Following Communications Director, Association of Investment Companies - investment trusts & VCTs. Mother of two. Interests: diversity, the arts, being outdoors.Citywire @Citywire
27K Followers 1K Following We help you make better investments. Follow us for International Financial News, Interviews, Podcasts, Magazines & Events. Insta: @citywireIan Cowie @iancowie
21K Followers 8K Following Columnist at The Sunday Times and interactive investor. #StockMarket #Investment . Difficult and dull stuff made easier and more interesting.Lee Robertson FCSI FR.. @leerobertson64
5K Followers 4K Following Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee. Founder and CEO of Octo Members Group.David Hearne, CFP™ @dontdelay
7K Followers 5K Following Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Estate Planning and Investment Management. Berkshire, UK.Laura Purkess @laurapurkess
6K Followers 4K Following Consumer champion & senior reporter @TheSun, covering personal finance • Ⓥ • likes politics - views my own • [email protected] 🌻David Ferguson @david_ferguson
8K Followers 4K Following CEO @ Seccl, the embedded investment platformMike Barrett @langcatmike
4K Followers 3K FollowingVictor Sacks @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received.John Stepek @John_Stepek
17K Followers 6K Following Sign up for my daily Bloomberg UK newsletter, Money Distilled, below.Money Marketing @_moneymarketing
27K Followers 2K Following The leading magazine and website for financial advisers. Pensions, investments and more 💰 Sign up at: https://t.co/smuKv5HspeFTAdviser @FTAdviser
23K Followers 808 Following Tweets from the editorial team behind the multi-award-winning website - covering everything that's relevant to UK financial advisers and their wider market.Steve Nelson @langcatsteve
3K Followers 1K Following Pointless Champion, a real high for mainstream TV. Professional Adviser Personality of the Year 2020, a real low for financial services.James Fitzgerald @JamesFitzJourno
3K Followers 5K Following UK Financial Policy Reporter at @POLITICOEurope - views & rants my own - 🇦🇺 - [email protected]Ollie Smith @93_smithereens
3K Followers 4K Following UK Editor and award-winning journalist at @MorningstarInc. ACF NCO and Media Officer. “The lovechild of Kate Adie and Jonathan Pie.”Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive DissonanceNour Azhar @NourAzhar
128 Followers 848 Following Journalist & Producer. News addict. Opinions are my own although occasionally influenced by chocolate.Elliot Gulliver-Needh.. @GulliverNeedham
581 Followers 687 Following Investment Reporter at @cityam 💷 Previously at @investmentweekChristopher Johnson @chris__johnson
1K Followers 2K Following Data Journalist @uk_morningstar | @Headlinemoney_ Rising Star B2B Journalist 2022 | Previously: @Citywire, @cnni, @TRF_Stories & @AJEnglish | Global CitizenOlivia Bybel @oliviavenetia
317 Followers 424 Following Reporter @citywire @cwselector , former editor @thesaintonline Say hi! [email protected] 🇺🇸🇬🇧Marco Parroni @MarcoParroni1
596 Followers 514 Following CMO/Managing Director Julius Baer & Co. Ltd.Phil Bray @philbray73
4K Followers 3K Following Founder @yardstickagency posting hints and tips to help financial advisers, planners, and service providers improve their marketing.EdenTreeIM @EdenTreeIM
4K Followers 904 Following EdenTree is an investment management firm with a strong heritage of delivering Performance with Principles. Authorised & regulated by the FCA [email protected]Amyr Rocha Lima, CFP�.. @a_rochalima
3K Followers 2K Following Financial planner | Helping successful professionals age 50+ reduce taxes, invest smarter and retire on their terms | NED at @CISIVivian @Vivian_Iroanya
855 Followers 882 Following 🇮🇹🇳🇬 senior markets reporter @spglobal 📧 [email protected] /[email protected] prev @business @paMyron Jobson @Myron_Jobson
1K Followers 730 Following Senior Personal Finance Analyst @ii_couk | columnist @theipaper. Views shared are my own. RTs aren't necessarily endorsements.Peggy Hollinger @peggyhollinger
2K Followers 501 Following International Business Editor, Financial Times - Views are my ownCristian Angeloni @Chris_Angeloni
658 Followers 1K Following Special Projects Editor at @InvestmentWeek. Previously @IntAdviser @FTLifeArts @Independent. Coffee addict. Views are my ownAlicja Hagopian @HagopianAlicja
146 Followers 210 Following Data Journalist at @citywire | Sustainability | DMs are always open! Email: [email protected]Tony Yousefian @TonyYousefian
127 Followers 88 Following Consultant to investment committees and professional intermediaries on asset allocation, portfolio construction & fund manager selection. All views are my own.Daniel Garrahan @DanGarrahan
6K Followers 2K Following Senior Video Journalist at the Financial Times. I make documentaries for the FT. I also like cricket, D&B, NUFC and spicy foodDavid Brenchley @davidbrenchley
2K Followers 2K Following Award-winning journo. Money reporter for @thetimes and @thesundaytimes. Opinions my own. [email protected]Giles Andrews @zopagiles
4K Followers 296 Following OBE. Chairman of scale-ups. Does FinTech, banking and car stuff: carwow, MarketFinance, Bethnal Green Ventures - tech for good VC. Co-Founder, ZopaSterling James Wealth @SterlingJamesW
51 Followers 68 Following 📊 Financial Advice 📈 Retirement Planning 🗃 Award Winning Investment Management 🏘 Mortgages 📑 InsuranceIBOSS @IBOSS_LTD
1K Followers 4K Following Award winning asset management exclusively available to the financial adviser marketplace | DFM active/passive/decumulation/sustainable | OEIC Fund RangeGreg Herrigel @gregherrigel
335 Followers 3K Following research & editorial for @ConsensusDm / @TBDMarketValues. views my own. sign up for the Market Values Newsletter here: https://t.co/Pu68L7MtuhBig Society Capital @BetterSocCap
27K Followers 3K Following Better Society Capital improves the lives of people in the UK by connecting social investment to charities and social enterprises.Jamie Colvin @jchcolvin
142 Followers 319 Following Journalist at @Citywire @fundfanatic covering investment trusts. Get in touch: [email protected]Caroline Hug @carolinee_hug
198 Followers 183 Following Chief Breaking News Reporter @Citywire | Send me an anonymous tip on https://t.co/ab5gS5Z4ddJH&P @JamesHambro
230 Followers 195 Following JH&P offers institutional-quality #investment management to individuals, #charities and #financialadvisers as well as #financial planning to investors in the UKBloomberg Markets @markets
1.7M Followers 230 Following Breaking news and analysis on global financial markets Sign up for newsletters: https://t.co/3zp754sbuD Catch up on Markets Wrap: https://t.co/PF0mrEttGcFranklin Templeton @FTI_Global
103K Followers 210 Following Official Franklin Templeton account for non-US investors. Follow us for global investment perspectives.Nicola Blackburn @nn_blackburn
596 Followers 509 Following Chief reporter and resident Aussie at @citywire NMA. Get in contact with business/community scoops from the advice sector: [email protected]KirstyD @mopob817
2K Followers 5K Following 🇬🇧 🏴 🇵🇹 Scot, living in England but gradually spending more time in Portugal. I despair at the state of our country.Rory Sandison @RorySandison
168 Followers 1K Following Ecologist and dad. Working at NatureScot. All opinions are my own.David Herbert @David_CityIM
179 Followers 985 FollowingDan Davies @OddLotDan
432 Followers 853 Following Aircraft Engineer • L/S Equities • Global Macro Focus • ENTJ 🏴Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]WoodfordClaim @ClaimWoodford
62 Followers 171 Following Woodford Equity Income Fund investors can register their interest to join a group claim at https://t.co/KXfEBIKsU5Resonance Limited @resonanceltd
4K Followers 4K Following We create & manage social #impact #funds, particularly #property funds, #housing people at risk of #homelessness. We also help #socent grow their impact. #BCorpSaffron Financial @Saffron_finance
4K Followers 85 Following Business Asset Finance Lender & Broker. Funding providers for business purchases, assets, property, vehicles, equipment, research & development and start-ups.John Simpson @thejohnsimpson
5K Followers 5K Following Senior Reporter, Investigations @thenewsmovement. Ex crime corr @TheTimes. Not THE John Simpson Tiktok/Insta: @thejohnsimpson Podcast Who Killed CJ Davis 🔗 ⬇️Theo Andrew @TAndrew3
650 Followers 533 Following News Editor @ETF_Stream - if you have a story get in touch via [email protected]Dr. J. Bollag & Cie. @BollagDr
5 Followers 21 Following Group with 40+ yr experience in advising families and entrepreneurs at home and abroad. Multi-family office, law, corporate services, and fiduciary services.🔥 Business & Inves.. @paul_coburn1
2K Followers 5K Following ◼Business, Money, Real Estate, Stocks, Family, and Life ◼Real Estate Investor🏠⏩How To Invest in a Recession⏩ https://t.co/42J30Nrkw0 ◼Learn How We Did It⏩ https://t.co/lDWy6yaDZDRishi Sunak @RishiSunak
2.3M Followers 275 Following Prime Minister of the United Kingdom 🇬🇧 @Conservatives leader. MP for Richmond (Yorks).Ross Miller @Ross_Citywire
189 Followers 161 Following Audience Development Manager @citywirewealth - HQ @citywire - Get in touch!Trevor Greetham @TrevorGreetham
3K Followers 2K Following Economics, policy, maths & markets. Centrist Dad (anti austerity, far better to #Rejoin the Single Market). All views personal. @trevor-greetham.bsky.socialNathalie Nahai @NathalieNahai
17K Followers 310 Following Author, "Business Unusual" & "Webs Of Influence." Host of The Hive Podcast: https://t.co/eARLDh5gtW…David Ricketts @davidricketts
4K Followers 2K Following Asset management correspondent @financialnews @dowjones | Author: When the Fund Stops, detailing the rise & fall of Neil Woodford | School governorConsumer duty debate: An ‘absolute nightmare’ for small firms citywire.com/wealth-manager…
Consumer duty debate: The FCA’s ‘tricky’ fee-setting dilemma citywire.com/wealth-manager…
WATCH: Consumer Duty Debate! Had the pleasure of hosting a roundtable with regulatory experts to discuss consumer duty. Check out the highlights! 🧵 Consumer duty debate: The ‘outrageously poor’ area missed by FCA citywire.com/wealth-manager…
Pleased that our Safe Space efforts and response to FCA consultation are cited. Too many NDAs are used to settle agreements/ disputes. We urge Parliament to change the threshold for regulators to enable decisive action, including banning from the industry. @MorrisseyHelena
Dame Angela Eagle condemns the FCA’s requirements for reporting non-financial misconduct, emphasising that they ask too much from victims of sexual harassment.
‘She will never work in financial services again’: @hmtreasury grills @TheFCA on reporting requirements. citywire.com/wealth-manager…
‘Preying’ on client trust: FCA takes fire at bespoke services The FCA once again expresses concern over fee structures at wealth firms, as the regulator addressed the next steps for the consumer duty in a webinar at the end of last year. citywire.com/wealth-manager…
Following its ‘Dear CEO’ letter, the regulator has sent an information request to wealth and broking firms, with model portfolios and charging structures among its areas of focus. citywire.com/wealth-manager…
My guide to the consumer duty
At the Citywire Wealth Management Forum this week, 43% of respondents said that the first 100 days of the consumer duty had been a headache. citywire.com/wealth-manager…
Really enjoyed speaking with Waverton’s CEO, Nick Tucker. Read my profile on the globe trotting industry veteran! citywire.com/wealth-manager…
Laura Langton shared #insights with @CitywireWealth regarding her upcoming Atlantic row and pushing #boundaries🏊➡️ ow.ly/GXYK50Q6LnC Watch our video to hear her thoughts on the preparation and learn about their chosen charities. #teamAOB
Recent diversity and inclusion paper published by the FCA is “pretty pathetic” according to MP Dame Angela Eagle. Will be interesting to see what comes out of further sessions.
Angela Eagle brands FCA effort to address sexual harassment ‘pathetic’ in in the first session of The Treasury’s ‘Sexism in the City’ enquiry. 🖊️@oliviavenetia, @carolinee_hug citywire.com/wealth-manager…
Top fund managers Barings’ Omotunde Lawal, Schroders’ Alix Stewart and Allspring’s Lauren van Biljon discuss why the asset management industry is failing on female progression. @CitywireWealth 📽️ citywire.com/wealth-manager…
Had a blast discussing the summer's biggest stories in wealth with @carolinee_hug, @chris__johnson, and Jeremy Gordon for @CitywireWealth Give it a listen on Spotify: spotify.link/8MwRg47i0Cb Or read on the site: citywire.com/wealth-manager…
NEW: In a new podcast series, the @CitywireWealth team breaks down the biggest industry stories each month, from the FCA restrictions on Raymond James to Close Brothers’ prospective sale. citywire.com/wealth-manager…
NEW: Victoria Stevens and Matt Tonge, the latest additions to Liontrust's £4.9bn Special Situations team, make the case for investing in UK wealth platforms, pharma company @GSK and global pizza chain @dominos. citywire.com/wealth-manager…
Does size matter? citywire.com/wealth-manager…
WATCH: Our panel of emerging market experts talk about India’s growing economic dominance, the fallout from the Adani Group stock price crisis and which EM funds they are buying. citywire.com/wealth-manager…
If you are an adviser/know anyone who has sold a firm using a broker, please reach out - I'd love to chat about your experience! [email protected]
In the second episode of the series, @CitywireWealth's @carolinee_hug speaks to @EdenTreeIM’s Charlie Thomas and @Redwheel_’s @JohnTeahan on whether oil majors play an intrinsic part in the energy transition. Watch the full video here: ow.ly/FvUg50NKRal
EdenTree CIO Charlie Thomas speaks to @CitywireWealth on whether oil majors play an intrinsic part in the energy transition. x.com/citywire/statu…
In the second episode of the series, @CitywireWealth's @carolinee_hug speaks to @EdenTreeIM’s Charlie Thomas and @Redwheel_’s @JohnTeahan on whether oil majors play an intrinsic part in the energy transition. Watch the full video here: ow.ly/FvUg50NKRal