Wealth manager Finli Group, formerly Solomon Capital Holdings, has acquired Scottish Chartered Financial Planners Clark Gillone for an undisclosed sum.
Read more ...Novia Global launches ISA aimed at expats
- Monday, 29 January 2024
- Articles
International investment platform Novia Global has launched its own stocks and shares ISA to help UK expats’ savings avoid being left in what it calls “suspended animation.”
Read more ...Evelyn appoints Financial Planning director for South
- Monday, 29 January 2024
- Articles
Financial Planner and wealth manager Evelyn Partners has appointed Matt Dickens as Financial Planning director for the South of England.
Read more ...Bristol Planner named SJP Chartered Award winner
- Monday, 29 January 2024
- Articles
Rhiannon Gogh of Bristol-based PlanIt Future Financial Limited has been named by wealth manager St James's Place as its Chartered Planner of the Year 2023.
Read more ...Life expectancy falls due to Covid impact
- Friday, 26 January 2024
- Articles
Life expectancy in local areas of England, Northern Ireland and Wales fell between 2020 and 2022 compared to 2001 to 2003, according to the latest ONS data out today.
Read more ...Financial Planner Atomos shakes up leadership team
- Friday, 26 January 2024
- Articles
Financial planning-led wealth manager Atomos has shaken up its leadership time with four senior appointments.
Read more ...Chartered Planner buys Punter Southall FP arm
- Friday, 26 January 2024
- Articles
Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.
Read more ...VCT investor numbers jump 32%
- Friday, 26 January 2024
- Articles
The number of investors claiming tax relief on a Venture Capital Trust (VCT) investment in 2021/22 rose by 32% (year-on-year) to 25,800, a new report says.
Read more ...New chair for JM Finn as Sussman retires
- Friday, 26 January 2024
- Articles
Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.
Read more ...Quilter Cheviot appoints new CIO from UBS
- Thursday, 25 January 2024
- Articles
Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer.
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