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Evelyn Partners appoints Sean Hagerty as an independent non-executive director
The Board of Evelyn Partners, the UK wealth manager, is pleased to announcement the appointment of Sean Hagerty…
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VouchedFor launches ‘explainer’ series to grow consumer understanding
VouchedFor has launched a ‘financial explainer’ series for advisers to use with consumers, covering a range of topics…
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Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice
Amundi, Europe’s leading asset manager, has published a survey assessing how digitally engaged retail investors are: from holding…
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Scottish Friendly announces another year of strong performance, with over £50m sales
Scottish Friendly, the Glasgow-based mutual, proudly announces overall sales of £50.6m APE[2], marking the second-highest sales in its…
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook…
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Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar (pictured) says three-year sponsorship will go towards overseas travel costs as she looks to…
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What to be aware of when contesting a will
Financial advisors should be mindful of the growing risk to financial planning strategies involving wills. There has been…
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M&A: FE fundinfo acquires Lunar AI – 4th acquisition in 12 months
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific,…
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My Pension Expert secures £25 million refinancing loan from OakNorth
My Pension Expert has today announced a £25 million refinancing deal with digital lender, OakNorth. The deal has…
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TrinityBridge Appoints Andrew Knight as Client Relationship Director for Scotland
TrinityBridge, a leading wealth management firm with offices in Glasgow and Edinburgh, is pleased to announce the appointment…
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