Latest Blogs
Popular News
-
Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
-
Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
-
JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
-
5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
-
Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
London wealth manager opens first Welsh office
Walker Crips, which offers retirement planning, investment management and Financial Planning services, has launched the brand Walker Cambria for the Welsh market.
Andrew Morgan and Gary Waite will head the company's new branch from Swansea.
{desktop}{/desktop}{mobile}{/mobile}
Ex-Glamorgan cricketer Andrew Davies, who joins Walker Cambria after seven years at Brewin Dolphin, will support the management team.
Mr Morgan, originally from Carmarthenshire, has spent the majority of his career working as a fund manager at Mitsubishi-UFJ Asset Management. He also worked at BlackRock and Brewin Dolphin and has become portfolio manager at Walker Cambria.
He said: "Despite the large number of high quality IFAs in Wales, there are currently only a few discretionary fund managers based here.
"Walker Cambria will be the only firm offering a complete outsourced solution from Swansea."
Mr Waite, who also worked at BlackRock, began his career as a government economist in the Department for Culture, Media and Sport, before becoming a fund manager at CTC.
Rodney FitzGerald, chief executive at Walker Crips, said: "We recognise that the Welsh market is different from that of the rest of the UK owing to the growing local prominence of intermediaries."