Matt Williams
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Rathbones Asset Management: Research reveals prediction of strong growth in UK equities over the next 12 months
Research among wealth managers, financial advisers and financial planners across the UK, commissioned by Rathbones Asset Management Ltd, the fund management arm…
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My Pension Expert achieves B Corp status
My Pension Expert has secured B Corp status, demonstrating the company’s ongoing commitment to meeting high standards of social and environmental performance.…
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EFG Harris Allday achieves CISI Chartered Firm™ status
UK Investment management firm EFG Harris Allday has achieved CISI Chartered Firm™ status. Founded in 1834, with a Birmingham headquarters and three…
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FE fundinfo adviser survey reveals almost a third of advisers use custom MPS solutions
FE fundinfo has released the results of its 2024 Financial Adviser survey revealing the key priorities, challenges and common approaches as financial…
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NI&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
On this, the latest New Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the…
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7IM’s Ben Kumar reveals why diversification never goes out of fashion
It’s not often you see asset allocation strategies and leggings mentioned in the same update. In this latest insight from 7IM’s Ben…
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Schroders bolsters regulatory reporting tech with implementation of Broadridge’s consumer duty solution for distributor feedback
Global Fintech leader Broadridge Financial Solutions, Inc. today announced a new agreement with leading global investment management firm, Schroders, to better protect consumers…
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Time Investments makes senior sales and business development hire
TIME Investments, which specialises in tax-efficient investment solutions and asset-backed income-producing funds across real estate, infrastructure, renewable energy, and lending, has hired…
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OnePlanetCapital leads investment round into ESG360°
ESG360° the technology platform that helps businesses comply with regulations and mitigate ESG risks has secured an investment round led by OnePlanetCapital…
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Worcester-based financial management firm acquired by MPA
Warwickshire-based wealth management specialist, MPA Financial Management, has successfully completed the acquisition of Worcester-based Suckling Waddington and Partners (SWP) as part of a…
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