Business & Development
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Courtiers acquires Brunswick Investment Management
Wealth management firm Courtiers has purchased Norwich-based Brunswick Investment Management. The deal completed on 1 November brings in £105m in client funds…
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Cazenove Capital sets out a comprehensive climate strategy in its pioneering Climate Transition Action Plan
Cazenove Capital, the leading wealth management arm of Schroders, published its Climate Transition Action Plan today. We are one of the first UK wealth…
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Planning for care costs and the challenge of CHC – legal expert shares the detail advisers need to know
With an ageing population and the increase in care costs, planning for future care is a real hassle for many high net…
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Cooper Parry Wealth Teams Up With Chamberlyns
Cooper Parry Wealth (CPW) has welcomed financial planning firm, Chamberlyns, to its team in latest deal. The move takes CPW to over…
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What next for independent school pension provision?
The Government has announced that the employer contribution rate of the Teachers’ Pension Scheme (TPS) will rise from 23.6 per cent to…
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Aegon celebrates three-year anniversary of its Risk-Managed Portfolios
July marked the three-year anniversary of the Aegon UK Risk-Managed Portfolios, a suite of six multi-asset funds that aim to cater from the…
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Community of female financial experts, Independent Women, expands nationwide
Independent Women; founded by Lesley Mackintosh in 1997; has expanded to provide specialist wealth management advice and empower more women to take…
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MT Finance group secures additional £500m funding deal from J.P. Morgan
MT Finance Group, a UK specialist finance lender, today announces the completion of additional financing through J.P. Morgan to enhance its lending…
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Consumer Duty 3 months on: how IFAs can harness AI to ensure every client is treated fairly
Written by Richard Bassett, VP Digital & Analytics, NICE International The Financial Conduct Authority’s new Consumer Duty has now been in effect…
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Ian McKenna comments following Elon Musk’s plan to expand X’s presence into financial services
Following the news of Elon Musk’s plan to expand X’s presence into financial services, Financial Technology Research Centre’s founder, Ian McKenna has…
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