Jacqueline Wilson
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Foresight looks ahead to renewable energy
Private equity asset manager Foresight has launched the FP Foresight UK Infrastructure Income Fund. It is actively managed and will invest in…
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Fairstone fully acquires Professional Partners
Chartered Financial Planning firm Fairstone has fully acquired Glasgow-based IFA firm Professional Partners. The deal completes the purchase of the company following…
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Maiden results from Tatton Asset Management
Tatton Asset Management, the AIM listed on-platform discretionary fund management (DFM) and support services business for independent financial advisers, today released its…
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Weekend press review: Bitcoin for Xmas?
Saturday The Financial Times reports that the much-vaunted “Innovative Finance Individual Savings Accounts” – a new kind of peer-to-peer ISAs – are…
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Brown Shipley acquires new team for London office
The wealth planning and investment management firm Brown Shipley has acquired a new team for its London office. This follows the acquisition…
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Odd moves
Portfolio manager Alex Odd has joined chartered financial planning firm Fairstone Group. He will take on joint ownership of the group’s portfolio…
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Wealth managers warned
Wealth managers are being warned that they must adapt to keep customers. The stark warning comes after an annual survey by Compeer which…
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Advisers publishing false credentials will be taken to court
The CISI is taking a hard line with those advisers who publish false credentials in online, paid-for listings. The response comes after…
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Robo-advice is no threat, BUT…
Most advisers (78%) believe that robo-advice is not a threat to their business. But, 31% of advisers also view robo-advice and similar…
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Manchester based firm forecasts further growth
A Manchester-based financial advisory firm has just announced end of year results and signalled its intention to grow in 2018. Pareto, which…
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