LV= (Liverpool Victoria as was) is one of the last, great mutual insurers. Most were...
Companies
“Newcastle firm True Potential sells majority stake to private equity group”
It’s often not what you do but how you do it that’s important. Many in our business who’ve sold...
“Quilter’s productivity drive sees 141 advisers leave”
Quilters has one of the biggest networks of advisers, having bought, amongst others, my former...
“M&G buys Sandringham Financial Partners”
Let me unpick this corporate madness for you. M&G used to be Prudential, once famous for the...
“Nutmeg backers set for big windfall from £700m JPM Chase deal”
Remember the .com boom, when anything vaguely techie, and many things which appeared to be but...
“The Great SPAC Scam”
No, me neither. A ‘Special Purchase Acquisition Company’ is apparently also known as a "blank...
“Beaufort Investment rebrands to YOU Asset Management”
Another rebrand, albeit rather smaller scale than ‘Pru’ and ‘Abrdn’. This sort of catchy name is...
“Talking about the super wealthy feels… tacky”
The very, very, rich are as, if not more difficult to pin down and tax as the Amabucks of this...
“G7: Rich nations back deal to tax multinationals”
“Full of sound and fury, signifying nothing”, a line from King Lear that I had to learn in school...
“Rebranding the Pru: New colours and a shorter name”
I’m not, of course, featuring this article just because I’m quoted in it (para 15 in case you give...
“FCA moves to protect access to cash”
The other morning we stopped at a local Starbucks (I know, but the others were shut) to buy my...
“Press 1 for hell: Covid is a flimsy excuse for dire customer service”
“The safety of our clients and colleagues is our main concern. Due to the Coronavirus pandemic…”...
“Quilter finds its clients prefer face-to-face advice”
The interesting thing about this survey is not that 53% prefer face-to-face advice. It’s that as...
“MPs challenge LV= chairman on Bain deal remuneration”
I suspect the chairman of LV= (formerly Liverpool Victoria, another mad branding decision) wants...
“Standard Life Aberdeen changes name to ‘Abrdn'”
You kind of hope that the chief exec came up with this, having heard his two year-old mispronounce...