Articles
Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.
Financial wellbeing and retirement advice specialist Wealth at Work has launched a Corporate ISA aimed at employees who want to save tax efficiently.
Cooper Parry Wealth (CPW) has acquired Luton-based Chartered Financial Planning firm Chamberlyns in its latest deal.
Odey Asset Management - including subsidiaries Brook Asset Management and Odey Wealth - is to close down following sex scandal accusations that engulfed its owner Crispin Odey earlier this year.
The Personal Finance Society has refuted as “simply incorrect” claims that £10m is ‘missing’ from its funds.
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Wealth manager and Financial Planner Evelyn Partners has reported a 6.9% year on year rise in Assets Under Management and Advice (AuMA) to £55.6bn for its Q3 (Q3 2022: £52bn).
Wealth and investment manager Brooks Macdonald is to cut 55 jobs - about 10% of its workforce - as part of cost-cutting measures announced today.
Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.
The Financial Services Compensation Scheme has so far paid out just over £9.7m on 234 successful claims against failed firm Portal Financial Services LLP, formerly Portafina LLP (FRN 501272).