Articles
Pareto Financial Planning has moved to bigger headquarters in Manchester city centre to accommodate its growing team.
Quilter reports ‘strong’ third quarter asset growth
Written by JamesFinancial Planner Quilter has reported “strong” growth in assets under management and advice (AuMA) for the third quarter of 2019.
SJP chief operating officer stands down after 6 years
Written by JamesSt James’s Place’s chief operating officer, Jonathan McMahon, has decided to relinquish his role after six years.
HANetf’s initial 3 Funds celebrate first anniversaries
Written by JamesPlatform HANetf is celebrating its first anniversary this month.
UBS’ global wealth management and asset management arms have enjoyed a profits boost, according to the firm’s third quarter results.
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FCA warns over asset manager clone firm run by fraudsters
Written by JamesFraudsters are using the details of an authorised passported asset manger, the FCA has warned.
Wealth manager JM Finn has hired Marcus Holden-Craufurd as investment director.
The CISI has appointed Niall Husbands MCSI as president of its Jersey committee.
TISA has completed the first phase of its project to deliver an Open Savings and Investment infrastructure, which will enable consumers and help them improve their financial wellbeing.