Specialist fund manager Liontrust is to launch an Irish-domiciled UCITS Global Multi-Asset fund on 13 October for distribution across Europe.
Schroders Personal Wealth (SPW), the Financial Planning joint venture launched by Schroders and Lloyds Bank, has expanded into Leeds with the opening of an operational centre in the city centre.
The Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.
Industry platform veteran Bill Vasilieff, the founder and former chief executive of platform Novia Financial, has joined investment consultancy and fintech firm Multrees as a non-executive director.
The Financial Services Compensation Scheme has declared 9 firms in default, including a number of financial advisers and a Financial Planning business.
Rapidly growing Financial Planning group Independent Wealth Planners (IWP) has acquired Hampshire Financial Planner Encompass Financial Management which has £167m under management.
Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.
The Openwork Partnership, one of the UK’s largest financial advice networks, has relaunched its annual women in financial services conference as the network restarts face to face events.
Advice network Adviser Services Holdings Limited has established an investment arm called Rockhold Investments.
Pension and investment provider Aegon has partnered with the Edinburgh Futures Institute and the Business School of the University of Edinburgh for a study into the science of financial wellbeing.