Business and Development
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Quilter Cheviot MPS launches two new strategies on platforms
Quilter Cheviot has announced its Managed Portfolio Service has launched two new strategies on adviser platforms, available immediately. The company is adding…
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Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
The Openwork Partnership has announced the appointment of Anna Davies as Wealth Proposition Director, reporting to Rob Askham. In her new role,…
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Wesleyan’s new Equality Grant launches with a £70,000 donation to projects tackling inequality in society
Wesleyan, the specialist financial services mutual, has donated grants totalling £70,000 to eight organisations across the UK dedicated to reducing inequalities in their local…
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Evelyn Partners bolsters Leeds office with experienced investment manager appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its Leeds investment management team by appointing Matthew Wells…
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CCLA Investment Management launches its first Modern Slavery Benchmark
Sustainable investment pioneer, CCLA Investment Management has launched the CCLA Modern Slavery Benchmark which assesses the largest UK companies by market capitalisation on how…
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IA and Thinking Ahead Institute publish benchmark report on EDI in UK’s investment management industry
The Investment Association (IA), alongside WTW’s Thinking Ahead Institute, has today published an industry-wide data report on equity, diversity and inclusion (EDI)…
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91% of financial services firms have initiated cloud journey, yet many unable to realize full business value | Capgemini World Cloud Report
· Implementing cloud at scale is critical to harvest the full value of AI investments · One-in-two banks and insurers have not moved their…
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The rise of AI IFAs – What are the risks?
Written by Tom Llewellyn, Partner in the Commercial Disputes Team at Ashfords AI is going to affect every aspect of every business,…
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‘Gateway Surveyors reappointed as panel manager for Hanley Economic Building Society’
Gateway Surveyors has today announced that Hanley Economic Building Society is the latest in a series of high-profile businesses to reappoint it…
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Latest lang cat data reveals advised platform outflows hit all-time high of £14bn
Advised platforms suffered £14bn of outflows in the third quarter of 2023, up more than 12% on the previous quarter’s figures (£12.38bn).…
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