Articles
Tilney appoints investment director in London
Written by Kat MitchellWealth manager and Financial Planner Tilney Smith & Williamson has appointed Andrew Lewin as investment director for its investment management team in London.
Wealth manager and Financial Planner Quilter has received regulatory approval for the sale of its international business to Utmost Group.
Three quarters (74%) of financial advisers offer an ESG investment proposition, according to a new report.
Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.
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.
Kingswood acquires Yorkshire Planner for £3.4m
Written by Kat MitchellWealth manager and Financial Planner Kingswood has acquired Yorkshire-based Financial Planning firm Money Matters North East (MMNE).
I was saddened this week, as I’m sure many of you were, to learn of the untimely death of veteran Financial Planner Carolyn Gowen at the relatively young age of 58, just a few months after she retired.
The FCA has fined award-winning firm Sunrise Brokers LLP £642,000 for ‘seriously deficient’ anti money laundering systems and controls.