Discretionary fund manager Rathbone Investment Management has appointed former Brooks Macdonald senior investment director Scott Lothian as its new investment director in Edinburgh.
There has been a sharp rise in the amount of assets and platform accounts that are linked between family members over the last year on Quilter’s UK platform, Old Mutual Wealth.
Over £79m more was invested into ISAs in April than was invested in total over the previous 12 months.
Adviser network and services provider Sesame Bankhall Group (SBG) has appointed Craig Ross in the newly created role of proposition director to lead the expansion of its wealth and protection services to Financial Planners.
The Treasury has rejected any immediate changes to pensions tax relief, despite MP recommendations for an urgent reform.
The chief executive of Standard Life Aberdeen’s platforms businesses, Noel Butwell, has admitted that the firm has not listened to advisers due to being distracted by internal projects.
Fidelity’s adviser platform FundsNetwork has appointed former M&G head of wealth proposition Sam Christopher as head of proposition, strategy and growth.
Wealth manager and SIPP firm Mattioli Woods has exercised its broker option to raise an additional £2m towards its largest planned acquisitions to date.
Financial Planner and wealth manager AHR Private Clients (AHR) has appointed three advisers to its new private client business based in Surrey.
St James's Place (SJP) has appointed former transition head Andy Payne as the new head of its academy to implement a "new and improved academy throughout 2021".