Meg Bratley
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atomos acquires IFA business Equanimity Independent Financial Advisers Limited
atomos, the advice-led wealth manager, announces the acquisition of North London-based financial advice business, Equanimity Independent Financial Advisers Limited. atomos’s clients will benefit…
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Canopius deepens Equality, Diversity and Inclusion commitments with appointment of global strategy leader
Canopius, a leading global specialty (re)insurer, has appointed Lucy Bennett as Head of Equality, Diversity and Inclusion (EDI). She takes up her…
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Brooks Macdonald becomes latest appointment to SimplyBiz’s Risk Controlled solutions range
SimplyBiz has announced that Brooks Macdonald’s Risk Controlled Model Portfolio Solutions are the latest addition to its Risk Controlled investment solutions range,…
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Government confirms Autumn Statement date with all eyes on inflation data
The government has confirmed this year’s Autumn Statement will take place on 22 November, with the pledge to halve inflation by the end of…
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How tech is bridging the intergenerational investment gap
By Daniel Leis, Director, Institutional Sales, Saxo UK Private wealth managers are facing one of the most important generational transitions in living…
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It’s just business, but being fired by a client can still sting for advisers: Morningstar research reveals WHY it happens and what you can do to avoid it
Morningstar’s Samantha Lamas and Danielle Labotka explain some of the key details of research they’ve recently carried out into why clients fire…
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Aegon: UK Government pension proposals will take till end of decade to implement
After the Chancellor’s Mansion House speech in July, the DWP and regulators published a pack of pension policy papers. These come on…
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Paraplanners call for better tech to help deliver value for clients
Improved technology and better connectivity are top of paraplanners’ wish list, according to the latest quarterly data from the Scottish Widows Paraplanner…
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Calastone FFI sees investors pile out of equities and bonds, and into safe-haven money market funds
Investors ran scared in August selling down both equity and fixed income fund holdings, according to the latest Fund Flow Index from…
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Has ESG gone off the rails? Sharon Bentley-Hamlyn of Aubrey Capital Management comments
By Sharon Bentley-Hamlyn, Director at Aubrey Capital Management. As an investment firm that has taken into consideration environmental, social and governance factors…
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