Articles

Tracey Davidson has been appointed chairman of investment manager Heartwood from today and will also assume the new role of deputy CEO of Handelsbanken, Heartwood’s parent company.

Wealth manager and Financial Planner Brewin Dolphin has completed the takeover of the wealth arm of Investec Group in the Republic of Ireland for just under £40m net.

The Financial Planning Standards Board Ltd (FPSB), the global body for Certified Financial Planner certification, has appointed UK compliance consultant and lawyer Adam Samuel as one of two new directors.

Rate this item
(0 votes)

I’m back from a short break and while I was away a lot has happened: a general election has been called, Brexit has been postponed once again and Woodford has pretty much collapsed and been subject to a BBC Panorama investigation.

Friday, 01 November 2019 07:00

FCA warns over unauthorised advice firm

Written by

The FCA has issued a warning over a New York-based advice firm, which, it says, is operating in the UK without authorisation.