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Peter Robertson

Peter Robertson

Vanguard makes first appointments to UK business

Vanguard has appointed two new staff as it launches its UK business.

Dane Douetil

Dane Douetil

ABI appoints two new board members

The Association of British Insurers (ABI) has announced two new appointments to its board of directors.

Turner: thanked Lipsey for his work in pursuing the panel's objectives

Lack of support leads Lord Lipsey to step down from FSA consumer panel

Lord David Lipsey has left his post as chairman of the Financial Services Authority (FSA) consumer panel.

Pepler: looking forward to developing the firm's services in the south west

JLT picks Pepler to head private clients practice in south west and Wales

Jardine Lloyd Thompson (JLT) has appointed Diane Pepler as regional director of its private clients division.

Rowanmoor’s Graves awarded top role in member-directed pensions committee reshuffle

The Association of Member-directed Pension Schemes (AMPS) has elected its new committee, with Robert Graves of Rowanmoor Pensions taking over as chairman from Winterthur’s Mike Morrison.

Hudson hawks new holistic wealth model

Rob Hudson has been appointed by Chartwell as part of an ambitious plan to replicate Hargreaves Lansdown’s successful direct business and develop a holistic wealth management business.

MacLaverty: will be helping Credit Suisse target clients outside of London

Credit Suisse chases north west and East Anglia markets with two hires

Credit Suisse has snapped up two relationship managers in the continued development of its private banking business in the UK.

Sheepshanks: keen to boost the region as a financial and commercial centre

Coutts scores a winner with appointment of Sheepshanks

Coutts & Co has signed up former Ipswich Town Football Club chairman David Sheepshanks as regional chairman for Norfolk and Suffolk.

UBS Birmingham team purloins octet from PwC

UBS Wealth Management has poached a team of eight from Pricewaterhouse-Coopers (PwC), doubling the size of its Birmingham-based operations.

News in brief

Leonie Kerswill, PricewaterhouseCoopers

The changing rules of remittance for non-doms

The latest tax changes emerging from this year’s Budget have raised several issues concerning high net worth individuals, with the treatment of non-doms being of particular interest.

News in brief

  • Suffolk Life has added three sales development managers to its roster. Martin balgrove joins from Aegon Scottish Equitable, Rolanda Reid joins from Clerical Medical and Stuart Warwick joins from Norwich Union.

Billy Mackay

Mackay takes on Sipp marketing role in second flight from Skandia

For the second time in two years, Billy Mackay has announced his departure from Skandia – but this time his new employer, A J Bell, insists he has left for good.

John Martin, Praemium

Martin lands Praemium sales and marketing promotion

Australian technology and administration firm Praemium, which is establishing a UK presence, has promoted its sales and marketing director to managing director.
John Martin will head the company, which provides separately managed accounts (SMAs) and portfolio administration services.

E-mail Updates

Poll

Relationships with discretionary fund managers (DFMs) will become more important with IFAs as we move towards RDR.

  • Absolutely. Can't do it myself, so why not get a specialist to manage my investment process?
  • Yes, I intend to use DFMs when they are suitable for specific clients, but not across the board.
  • Not sure. I have mixed feelings about outsourcing the investment.
  • No, I've had bad experiences in the past and I'm not sure I would trust a DFM with my clients.
  • Over my dead body. You couldn't pay me to use a DFM.
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