Business & Development
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PFS releases statement announcing independent governance review
This afternoon, the Personal Finance Society (PFS) has announced an independent governance review. Conducted by Integrity Governance, the PFS says that this…
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Cooper Parry Wealth Acquires Future Perfect
Cooper Parry Wealth (CPW) has just acquired successful London-based financial planning business Future Perfect. Founded in 2005 by Nick Crowe and Sue Royle,…
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The Elite Summit
The Elite Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s…
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Square Mile Academy of Funds: Ratings Round-Up for March 2023
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 79 interviews with investment professionals from 37 asset management groups over…
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Liontrust principal partner with Blackpool FC Community Trust for Girls’ Emerging Talent Centre
Liontrust, the specialist fund management company, has partnered with Blackpool Football Club Community Trust to become a principal partner and the front…
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Adam Owen joins the Board of the The Institute for Financial Wellbeing as Non-Exec Director
The Institute for Financial Wellbeing (IFW) is delighted to announce that Adam Owen, Director and Head of Content at NextGen Planners has…
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Employers adapt health and wellbeing support to hybrid working patterns
Employers are adapting the health and wellbeing support they offer to employees in light of new remote and hybrid working patterns, according…
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Rathbones announces combination with Investec Wealth & Investment UK
The Boards and Management of Rathbones Group Plc and Investec PLC have announced that they have entered into a definitive agreement regarding…
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CISI Future Foundation charitable status confirmed & nine trustees appointed
The CISI Future Foundation has announced that, following the official launch in April 2022, charitable status has been granted and a total of nine trustees…
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Evelyn Partners acquires Cambridge-based Ashcroft Partnership LLP
The Wealth Management and professional services group says that the deal will expand the their professional services presence in the East of…
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