Former Brooks Macdonald investment director Daniel Minett has teamed up with platform P1 Investment Services to launch his own DFM-based wealth management firm.

Wealth manager St James’s Place (SJP) is hosting a live event to encourage more people with disabilities to apply for roles as financial advisers.

Canaccord Genuity Wealth Management (CGWM) UK has launched a new Financial Planning office in Norwich which will be headed by award-winning Financial Planner Hazel Bowen, the Personal Finance Society’s Chartered Financial Planner of the Year 2023. 

Wealth manager Titan Wealth has acquired investment research and consultancy firm Square Mile for an undisclosed sum, subject to regulatory approval.

Swiss bank and wealth manager UBS has completed its £2.5bn takeover of troubled rival Credit Suisse to create a wealth management giant with approximately £3.8bn of invested assets.

The Financial Conduct Authority has approved the prospectus and shareholder circular of the deal between wealth manager Rathbones and Investec Wealth & Investment, which was first announced in April.

Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).

Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.

The FCA has ordered Newcastle-based wealth manager WealthTek Limited Liability Partnership to cease all regulated activities following the discovery of regulatory and operational issues.

Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.