Business and Development
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Dynamic Planner strengthens data analytics expertise to support development of data and analytics services
Dynamic Planner, the UK’s leading risk based financial planning system, has boosted its data analytics offering with two Data Engineer appointments. Saranya…
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SJP announces landmark brand advertising campaign
St. James’s Place (SJP), announces that it is set to launch its first ever national brand advertising campaign in 2024, bringing the…
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M&G appoints Emmanuel Deblanc as Chief Investment Officer of its £74 billion Private Markets business
M&G Investments today announces the appointment of Emmanuel Deblanc as Chief Investment Officer to lead its Private Markets business. The firm’s £74…
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RBC Brewin Dolphin launches new shares classes for its £6.5bn fund range
RBC Brewin Dolphin has launched two new shares classes for advisers (‘O’) and institutional investors (‘S’) for its £6.5bn MISM fund range.…
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One Four Nine Group appoints inaugural chairman
One Four Nine Group has appointed Chris Merry to the role of Chairman. Chris will be the first Chairman appointed by the…
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Evelyn Partners delivered record inflows, AUMA and operating income in 2023
Evelyn Partners today announced a trading update for the three months ended 31 December 2023. During Q4 the Group continued to attract significant…
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6 months on from Consumer Duty: Fairer Finance’s James Daley looks at what’s changed and what’s to come
Six months since the introduction of the FCA’s Consumer Duty (31st January 2024), James Daley, managing director of consumer group and ratings provider,…
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Quilter appoints new strategic partner Juniper Financial Planning to its network
Quilter Financial Planning is pleased to announce that is welcoming Juniper Financial Planning as a new strategic partner to its network. Juniper…
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Behavioural Finance Company Oxford Risk Reports Strong Growth
Oxford Risk, the behavioural finance experts, have announced the value of assets managed through its platform increased by 20% in 2023, rising from…
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Simply Biz and Defaqto parent company, Fintel, annouces acquisition of Owen James Events
Addition of market leader marks Fintel’s sixth acquisition in twelve months Fintel, the leading provider of fintech and support services to the…
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