Wealth manager and Financial Planner Tilney Smith & Williamson has appointed Andrew Lewin as investment director for its investment management team in London.

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Wealth manager and Financial Planner Quilter has received regulatory approval for the sale of its international business to Utmost Group.

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Three quarters (74%) of financial advisers offer an ESG investment proposition, according to a new report.

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Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.

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Wealth manager St James’s Place has partnered with later-life services platform Air Group.

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Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.

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Wealth manager and Financial Planner Kingswood has acquired Yorkshire-based Financial Planning firm Money Matters North East (MMNE).

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The FCA has fined award-winning firm Sunrise Brokers LLP £642,000 for ‘seriously deficient’ anti money laundering systems and controls.

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Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.

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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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