by Jeremy Fawcett | 28 May 2021 | Bespoke
Client money rules are potentially the most frightening for firms and can involve really substantial fines. However, custody arrangements at platforms and wealth managers have often evolved organically, especially where firms have grown through mergers or...
by Jeremy Fawcett | 26 February 2021 | UK D2C
The company formally known as Standard Life is selling the name, but this isn’t a total surprise given that 200 years of brand awareness had been diluted by mixing in Aberdeen. How to retain some of the positive associations of a brand recognised widely in the UK,...
by Jeremy Fawcett | 26 October 2020 | UK D2C
We’ve seen notable improvements across the D2C market in our annual UK D2C: Investor Experience report, published this week. The largest players have closed out gaps in their propositions and most offer a full set of tax wrappers and investment types. The content is...
by Jeremy Fawcett | 27 July 2020 | UK D2C
Robinhood has called off its UK raid to double down on disrupting the US stockbroking market. Just as King John would have been delighted to see the back of his nemesis, we see the same relief from today’s establishment with HL’s share price rallying 10% on the day of...
by Jeremy Fawcett and Cristina Puscas | 10 July 2020 | UK D2C
Interactive Investor finalised its takeover of The Share Centre this week – its third acquisition in three years and an indication of how M&A can rapidly accelerate a company’s growth. Winning new customers is the biggest challenge for most online investing...
