- Citywire: 8th April 2011
Sterling McCall adds to model portfolio range
- Sterling McCall Wealth Management has beefed up its investment proposition with model portfolios from King & Shaxson and SCM Private, and plans to push for discretionary status later this year...more
- FOR ADVISOR USE ONLY: 15th March 2011
Newscape Capital Group portfolio manager’s comment on the Japanese earthquake.
- The 9.0 magnitude earthquake and subsequent tsunami that rocked and devastated parts of Japan is a tragic event with dire consequences for the people there. They are in our thoughts at this difficult time. The risk of a potentially lethal nuclear related event only compounds the fear surrounding the consequences of this disaster...more
- New Model Adviser®: 15th March 2011
Wellington and Sterling McCall in new model merger
- New Model Adviser® cover star firms Wellington Financial Management and Sterling McCall Wealth Management are to merge....more
- Citywire Video: 7th February 2011
Five-minute workshop: how to acquire another IFA
- Steve Moseley, Founder and Senior Partner, is looking for firms with low value trail and high value influence.
The structure of the firm is less important as Sterling McCall tailors the deal to the individual, which is attractive to people are looking take value from their business.
View video
- Financial Adviser / Investment Insider January 2011
Efficiency and freedom to advisers
- Industry feedback for Præmium’s online platform shows it to be one of the most versatile propositions out there, allowing for excellent value for both advisers and clients...more
- Citywire 08 December 2010
Sterling McCall to rival Succession as adviser consolidator
- East Midlands-based firm Sterling McCall Wealth Management is looking to rival Simon Chamberlain’s Succession with the launch of an IFA consolidator arm...more
- Citywire 26 August 2010
IFAs forge alliances and gain strength in numbers
- Sharing ideas and learning from peers’ businesses have long been features of the New Model Adviser® community. But a number of advisers have taken that a step further by forging alliances with other firms... more
- Citywire 25 August 2010
Sterling McCall unveils white-labelled Tenon Sipp
- East Midlands adviser firm Sterling McCall is launching its own Sipp wrapper which will hold funds managed by its new outsourced discretionary management service...more
- Citywire 11 August 2010
Sterling McCall outsources investment to Newscape
- Loughborough-based IFA Sterling McCall has outsourced investment management to Newscape in a move it says fits into its ambitious expansion plans...more
- Citywire 03 August 2010
Sterling McCall becomes first user of Praemium discretionary service
- Loughborough-based Sterling McCall Asset Management will use the Praemium platform to pick and choose discretionary fund managers to run clients’ money. Praemium said its dps–Select service will help the seven-adviser firm build a scalable investment process while maintaining a relationship with clients...more
- Citywire 26 July 2010
Advisers demand greater fee transparency from discretionaries
- Steve Moseley has aggressive and adventurous growth plans for Sterling McCall Asset Management, the IFA firm he co-directs with Kevin Mee and Paul Millott... more
- Citywire 13 July 2010
Adviser rejects Brewin fee cut offer after trail spat
- An adviser has rejected Brewin Dolphin’s offer to cut its fees in an attempt to appease him over its practice of retaining trail commission...more
- Citywire 12 June 2010
Ambitious Sterling McCall eyes a fistful of acquisitions
- Sterling McCall Asset Management is in talks with five IFA firms it is looking to buy, as the Nottingham-based IFA firm hits the acquisition trail...more
- Citywire 26 May 2010
Steve Moseley's grand designs
- Steve Moseley has aggressive and adventurous growth plans for Sterling McCall Asset Management, the IFA firm he co-directs with Kevin Mee and Paul Millott... more
- Citywire 01 April 2010
Sterling McCall’s consolidator arm targets £100m firms
- East Midlands-based firm Sterling McCall Wealth Management’s consolidator arm is targeting firms with £100 million of assets under advice and hopes to sell on businesses that join for six times trail... more
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