Business & Development
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Columbia Threadneedle announces manager changes to multi-manager funds following departure of Rob Burdett
Rob Burdett, head of Columbia Threadneedle Multi-Manager, has made the decision to leave Columbia Threadneedle Investments in April 2024. Following this, Paul…
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Credit Card Complaints Hit All Time High finds FOS
Consumers lodged 5,660 complaints about their credit cards – the highest ever level for a three-month-period – according to new figures released today by the Financial…
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Morningstar reveals line up and agenda for UK investment conference in May
Morningstar UK Limited has today announced the agenda for its 18th annual Morningstar Investment Conference UK, to be held on Wednesday 1st May 2024 at the…
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Wesleyan makes senior hire from Quilter
Wesleyan, the specialist financial services mutual, has appointed Karen Blatchford as Managing Director of Dental, Direct and Intermediary Distribution. Karen joins from Quilter…
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Octopus Money successfully migrates onto Seccl-powered platform
Octopus Money, the company working to make money advice accessible to everyone, has carried out a successful migration of its customers ‘assets…
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Evelyn Partners Active MPS team adds Baillie Gifford Emerging Markets Leading Companies
The Evelyn Partners Active Managed Portfolio Service (MPS) team has initiated a new position in Baillie Gifford Emerging Markets Leading Companies in…
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Defaqto unveils world-class financial planning journey in a single, comprehensive package
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced an industry first that will…
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Blatchford joins Wesleyan intermediary distribution from Quilter
Wesleyan, the specialist financial services mutual, has appointed Karen Blatchford as Managing Director of Dental, Direct and Intermediary Distribution. Karen joins from Quilter…
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Nearly all regulated firms at risk of financial crime without daily customer due diligence
New data reveals that more than nine out of 10 (92%) regulated firms do not carry out daily monitoring on clients. This…
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PFS announces new Board member and Vice Presidents
The PFS Board has announced the appointment of Ben Wright as a new Director of the organisation. Mr Wright, a Chartered Financial…
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