Investment manager Marlborough has launched a new bespoke portfolio management service aimed at advisers’ high-net-work clients.
Read more ...Marlborough adds new bespoke portfolio service for HNWs
- Tuesday, 22 April 2025
- Articles

Retirees should be asked about gambling habits
- Tuesday, 22 April 2025
- Articles

A new call has come for financial services firms to collaborate and establish industry practices to address concerns around customers who have been impacted by gambling.
Read more ...Evelyn appoints new CFO after splitting business
- Tuesday, 22 April 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has appointed former Paysafe and Betfair CFO Alex Gersh as its new chief financial officer and an executive director.
Read more ...Demand for bespoke investment services climbs
- Tuesday, 22 April 2025
- Articles

Demand for bespoke investment services is rising as investors want a wider choice for their savings, according to a new study.
Read more ...PIMFA welcomes new FCA investment regime plans
- Thursday, 17 April 2025
- Articles

Wealth management trade body PIMFA has welcomed plans announced by the FCA this week to establish a new regime for Consumer Composite Investments (CCIs) which could affect up to 12.6m UK investors.
Read more ...Defaqto reveals top 10 MPS funds in Q1
- Thursday, 17 April 2025
- Articles

Data and software provider Defaqto has revealed its adviser users' top 10, most recommended platform-sourced Managed Portfolio Solutions (MPS) by value for Q1.
Read more ...Scottish wealth manager declared in default
- Thursday, 17 April 2025
- Articles

Glasgow-based wealth manager JG Wealth Management Limited (FRN 165729) - which traded under numerous different names include ‘Rest Eazy’ - has been declared in default by the Financial Services Compensation Scheme.
Read more ...Kingswood shares cancelled on AIM
- Thursday, 17 April 2025
- Articles

Shares in troubled wealth manager and Financial Planner Kingswood have been cancelled on the AIM market with effect from today as the full £48m takeover of the business by its PE owner HSQ moves to its final stages.
Read more ...Swedes take stakes in 4 UK Financial Planning firms
- Wednesday, 16 April 2025
- Articles

Swedish wealth manager Söderberg & Partners has taken stakes in four more Financial Planning firms, it announced today.
Read more ...FCA to axe 3 regular returns for 16,000 firms
- Wednesday, 16 April 2025
- Articles

The FCA is planning to axe at least three regular reporting requirements for 16,000 regulated firms in an effort to reduce red tape and boost growth.
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