Business & Development
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Perspective announces two further acquisitions
Perspective Financial Group Ltd has announced that it has completed two further acquisitions, meaning the Group has made 17 acquisitions so far…
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Parmenion Sterling Solution attracts adviser interest as investors seek low-risk yields
Award-winning adviser platform Parmenion has seen growing interest in its Sterling solution as advisers seek higher yields for their clients with a…
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Dunkley’s Chartered Accountants continue Bristol growth and appoint new Director
Due to their continued growth, Dunkley’s Chartered Accountants have appointed a fourth Director. Joe Weston has been with the firm for over…
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Invesco’s Thames Challenge raises over £23,000 for Dementia UK during World Alzheimer’s Month
Employees at Invesco, one of the world’s largest asset management firms, have raised over £23,000 by taking part in the firm’s annual charity challenge.…
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Atom bank and Kamma announce major new partnership to tackle risks of climate change
Alliance combines best-in-class banking tech with best-in-class climate tech to deliver complete view on climate risks associated with the Atom bank mortgage…
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Quilter Cheviot Jersey to establish new financial planning capabilities
Discretionary wealth manager, Quilter Cheviot has today announced its plan to establish a financial planning proposition for international clients serviced out of…
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Chartered financial planning firm Wade Financial joins Foster Denovo
Foster Denovo, the multi-award-winning national financial advisory firm, has agreed to acquire Newcastle-based financial planning firm Wade Financial. Wade Financial is a…
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Old Mill strengthens Wealth Management team recruiting Tim Blowers from Evelyn Partners
Financial experts Old Mill have appointed Chartered Financial Planner Tim Blowers to the Wealth Management team. Tim, who lives in Keynsham with his wife Helena and…
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PIMFA calls for clarity on cold calling ban and public awareness campaign
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has urged HM Treasury (HMT) to…
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TCFD is dead, long live TCFD, ISSB, TNFD…FE fundinfo’s Mikkel Bates looks to the future for assessing climate change risks
Mikkel Bates, Regulation Manager, FE fundinfo attempts to cut through the jargon to try and help advisers and wealth managers to understand what…
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