John Redwood, chairman of the investment committee at Charles Stanley, takes a closer look at some areas of concern for investors.
Ben Yearsley, formerly head of investment research at Charles Stanley Direct, has taken on a non-executive role at Plymouth-based IFA Shore Financial Planning.
Charles Stanley has added passive funds to its Foundation Fundlist of preferred vehicles for the first time, following a shakeup of the firm's research capabilities.
Charles Stanley saw total funds under management and administration increase from £20.1bn to £20.8bn for the year to the end of June.
The second quarter of 2015 proved to be as eventful as the first for the wealth management space, as M&A, bid rumours and restructurings continued to take the headlines.
J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.
Charles Stanley has promoted head of digital marketing and communications Magnus Wheatley to managing director of its D2C business Charles Stanley Direct.
Ben Yearsley has left his role as head of investment research at Charles Stanley Direct after less than three years.
Charles Stanley has agreed the sale of its Securities arm and plans to restructure its asset management offering after reporting an "unsatisfactory" loss of £6.1m for the year to 31 March.
Charles Stanley's William Tong has joined Waverton Investment Management's managed funds team as business development manager.