Swiss entrepreneur Marco Garzetti has reignited the battle for struggling Swiss fund manager GAM by saying he would do “whatever it takes” to keep the Swiss fund management group independent.
South West Financial Planner and accountancy firm Old Mill has acquired commercial property pension specialist Quro Financial Solutions for an undisclosed amount from its founders who are retiring.
M&G Wealth has added the full PruFund range of funds to its M&G Wealth Platform.
John Moret is one of the UK's leading pensions and SIPP experts and commentators. As he enters his 75th year, still working part-time, he continues a series of articles for Financial Planning Today looking back at his long career and key topics which have steered the pensions sector. In this second article he reviews the impact of the 'Dear CEO' letter the FCA sent to SIPP firms recently and what is means for regulation.
The Embark Platform is to rebrand as the Scottish Widows Platform in a major revamp for the Embark Group.
The FCA has imposed restrictions on a financial adviser firm based in South Wales to prevent it from making unsolicited offers of £50 in redress to BSPS members.
The FCA has issued a warning about the conduct of three individuals at an unnamed Discretionary Fund Manager (DFM).
Latest FCA data shows a sharp drop in the number of regulated firms in April as the number of authorised firms continues to tumble.
The Chartered Insurance Institute has appointed industry veteran Brian Caruth as interim Vice President for its 55 local institutes.
Wealth manager and Financial Planning firm Evelyn Partners has appointed Harrison Boar as a Financial Planner at its Chelmsford office.