Business & Development
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Tilney to acquire Midas book of £162m assets
Investment and financial planning group Tilney is to acquire the assets of Midas Investment, valued at £162m. Established in 2001 and based…
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CISI appoints Carter as second vice chair to CISI IFP Forum Committee as new members needed
The Chartered Institute for Securities & Investment (CISI) has appointed Keri Carter CFPTM, Chartered MCSI, Chartered Wealth Manager and Managing Director of…
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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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