Brandon Russell
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Phoenix Group announces its Standard Life brand as the founding partner for the new Samaritans Training School
Phoenix Group, the UK’s largest long-term savings and retirement business, has announced that its Standard Life brand is the founding partner for…
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FE fundinfo’s MPS Directory reaches over 75 providers in 7 years
FE fundinfo, the global leader in investment fund data and technology, has signed-up over 75 managed portfolio providers to its MPS Directory. …
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Shawbrook provides Furnley House with loan facility to support IFA acquisitions
Furnley House acquired CDG Financial services Ltd on 7thDecember 2022 as it looks to expand its holdings, with Shawbrook backing an initial…
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Investment Company 2022 Review: Existing Companies Raise £5.2 Billion in A Difficult year
Despite difficult market conditions during 2022, investment companies have raised £5.2 billion, according to data from the Association of Investment Companies (AIC). Almost the entire…
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IFS proposal to end generous tax treatment for pensions could have unintended consequences – Quilter
Following today’s IFS publication titled: ‘Death and taxes and pensions’, Jon Greer, head of retirement policy at Quilter, warns of unintended consequences as he…
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Why the FTSE 100 could still set an all-time high in 2023
“The FTSE 100 is no higher now than it was in spring 2017, when Theresa May was Prime Minister and still trying…
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Perspective acquires Hunter & Co (IFA) Ltd and looks forward to a strong start to 2023
Perspective Financial Group Ltd has announced that it has completed a further acquisition with the purchase of Hunter & Co Ltd based…
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YFM makes follow-on investment into Unbiased
YFM Equity Partners (YFM) have announced the completion of a £5m follow-on investment into Unbiased. The latest investment follows YFM’s initial investment…
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Kingswood announces the acquisition of Barry Fleming & Partners
The transactions boosts Kingswood’s global funds under advice/management to £11.3bn matching our ambition to grow as an international fully integrated wealth and investment management group.…
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Opportunity follows hot on heels of volatility – Quilter’s Nick Wood’s three funds for 2023
With global growth looking uncertain and bond yields at elevated levels compared to recent history, Quilter Cheviot’s head of fund research Nick…
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