Business & Development
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Newell Palmer buys Wright Financial Planning
Wolverhampton based Newell Palmer has made its second acquisition of 2017, acquiring Wright Financial Planning. The deal adds 80 active clients to…
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Amicus CEO gets Board of UK Finance seat
The CEO of Amicus has been appointed to the Board of UK Finance. John Jenkins joins the Board – a newly formed,…
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Chinese City looks to CISI for professional support
A Chinese City that is hoping to become the country’s centre of wealth management has chosen UK professional body the Chartered Institute…
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Charles Stanley returns to profit
Charles Stanley, which provides holistic wealth management services to private clients, charities and smaller institutions, is back in profit as it restates…
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Killik appoints Svenja Keller as Head of Wealth Planning
Private client investment house Killik & Co has appointed Svenja Keller as Head of Wealth Planning. Keller joins from Investec Wealth &…
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Asset managers face uncertain future
Asset managers are facing unprecedented uncertainty. So says KPMG’s annual Evolving Investment Management Regulation (EIMR) report which reveals that the asset management…
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New intermediary clients team at Aviva
Aviva Investors has built a London-based Investment Sales Team which will be responsible for serving intermediary clients throughout the UK. Aviva Investors…
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Fairstone takes on two from Ascot Lloyd
Chartered financial planning group Fairstone has appointed Paul Adams and Simon McGechie, both moving from Ascot Lloyd, as independent financial advisers. Adams…
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Trade body merger takes a step closer
The merger of The Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) took a step closer yesterday. At…
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Succession makes senior appointments
Succession has announced a number of key senior management appointments. James Stevenson has been appointed Managing Director of Succession Group; Sanjay Shah…
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