Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital. London & Capital is a London-based wealth and asset manager with £4.1 billion in assets under management. LMP says that London & Capital’s management team will continue to lead the business and […]
Archives for June 2022
Social Security reform stalled as opponents call for another commission
FSCS declares 11 firms in default including advice businesses
The Financial Services Compensation Scheme has declared 11 firms in default in April and May, including several Financial Planning and advisory firms and a number of credit unions. The move opens the door to investors to claim compensation from the FSCS over losses due to the failed firms. Among the Financial Planning and advice firms declared […]
Ex-Mattioli exec takes CEO reins at fintech Gaudi
Former Mattioli director Mark Smith has been appointed CEO at pensions and SIPP fintech Gaudi. He will take over from Patrick Vaughan this week as Mr Vaughan moves to a new role at The Investment and Savings Alliance (TISA). Mr Smith has worked in wealth management for 35 years and was a director for 10 years at Mattioli […]
1.5m retirees still paying mortgages
Millions of mortgage holders expect to still be paying off mortgages at age 65 and some will dip into pensions to do so, according to new research. Rising housing costs mean the mortgage ‘dream’ is over for many mortgage holders, says LV=. Many of today’s mortgage holders will face paying for home loans […]
The Re-Discovery Meeting: A Communication Strategy For Supporting And Retaining Newly Widowed Clients
Dealing with the grief of losing a spouse creates several challenges for recent widows and can change the dynamics of many of their relationships. For example, widows often note that they were previously ‘couple-friends’ with someone, but the relationship dynamics have changed such that it is now uncomfortable to spend time with them as a […]
The Re-Discovery Meeting: A Communication Strategy For Supporting And Retaining Newly Widowed Clients
Dealing with the grief of losing a spouse creates several challenges for recent widows and can change the dynamics of many of their relationships. For example, widows often note that they were previously ‘couple-friends’ with someone, but the relationship dynamics have changed such that it is now uncomfortable to spend time with them as a […]
The Re-Discovery Meeting: A Communication Strategy For Supporting And Retaining Newly Widowed Clients
Dealing with the grief of losing a spouse creates several challenges for recent widows and can change the dynamics of many of their relationships. For example, widows often note that they were previously ‘couple-friends’ with someone, but the relationship dynamics have changed such that it is now uncomfortable to spend time with them as a […]
The Re-Discovery Meeting: A Communication Strategy For Supporting And Retaining Newly Widowed Clients
Dealing with the grief of losing a spouse creates several challenges for recent widows and can change the dynamics of many of their relationships. For example, widows often note that they were previously ‘couple-friends’ with someone, but the relationship dynamics have changed such that it is now uncomfortable to spend time with them as a […]
BW appoints 7 partners as growth continues
Barnett Waddingham, the pensions and professional services consultancy, has appointed seven new equity partners to bring its total number of partners to 93. In addition the firm has made 15 principal and 15 associate promotions across a range of business areas including advising trustees, employers, insurers and private clients. The firm says the promotions reflect […]