New chair for JM Finn as Sussman retires
- Friday, 26 January 2024
- Articles
Steven Sussman has retired from his position of chairman at wealth manager JM Finn following a 26-year career at the firm.
Read more...Brooks Macdonald cuts costs by £4m
- Wednesday, 17 January 2024
- Articles
Wealth manager Brooks Macdonald has completed major organisational changes, cutting full year costs by about £4m, according to a trading update today.
Read more...New head of CISI Wealth Management Committee
- Monday, 11 December 2023
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed Glenn Murphy ACSI as the new head of CISI’s Wealth Management Forum Committee.
Read more...WH Ireland rejigs board following rescue
- Thursday, 16 November 2023
- Articles
Troubled wealth manager and Financial Planner WH Ireland has reorganised its board after a £5m rescue deal thrashed out in the summer saved the company from being wound up.
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