Wealth manager and Financial Planner Tilney Smith & Williamson has appointed Andrew Lewin as investment director for its investment management team in London.
Read more ...Quilter gets go ahead for business sale
- Monday, 15 November 2021
- Articles
Wealth manager and Financial Planner Quilter has received regulatory approval for the sale of its international business to Utmost Group.
Read more ...3 in 4 advisers offer ESG investments
- Monday, 15 November 2021
- Articles
Three quarters (74%) of financial advisers offer an ESG investment proposition, according to a new report.
Read more ...Bain outlines plans for takeover target LV=
- Monday, 15 November 2021
- Articles
Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.
Read more ...SJP partners with later-life platform
- Monday, 15 November 2021
- Articles
Wealth manager St James’s Place has partnered with later-life services platform Air Group.
Read more ...Defaqto adds client ESG preference tool to Engage
- Monday, 15 November 2021
- Articles
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
Read more ...Kingswood acquires Yorkshire Planner for £3.4m
- Monday, 15 November 2021
- Articles
Wealth manager and Financial Planner Kingswood has acquired Yorkshire-based Financial Planning firm Money Matters North East (MMNE).
Read more ...FCA fines award winning firm over £600k
- Friday, 12 November 2021
- Articles
The FCA has fined award-winning firm Sunrise Brokers LLP £642,000 for ‘seriously deficient’ anti money laundering systems and controls.
Read more ...IWP adds £360m in assets with double acquisition
- Friday, 12 November 2021
- Articles
Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.
Read more ...Aegon reduces platform outflows to £53m
- Friday, 12 November 2021
- Articles
Aegon’s UK adviser platform has reduced its outflows to £53m for the third quarter - down 87% from the same quarter last year when it saw £420m in outflows.
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