News
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AMNT calls poor transparency in fund manager voting policies and practices as part of complaint to FCA
As part of a formal complaint to the Financial Conduct Authority, the Association of Member Nominated Trustees has released the first detailed…
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Tatton announces results and agrees deal with Tenet
Tatton Asset Management, the investment management and IFA support services group, has announced its preliminary results for the year ended 31 March…
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Montage Wealth Management achieves CISI Accredited Financial Planning Firm™ status
Peter Montague, CEO of Montage Wealth Management, which has been accredited by CISI. Montage joins an exclusive list of 71 firms…
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Growthdeck strengthens board
Growthdeck, the private equity investment firm, has appointed ex-Laing O’Rourke Chief Investment Officer, Ceri Richards, to the board as a Non-Executive Director.…
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Kingswood goes global with first US strategic partnership
Kingswood, the listed UK based wealth manager, has announced that it has acquired an interest in Manhattan Harbor providing it with a…
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Demand for financial advice ‘is not being met’
Research for Openwork, one of the UK’s largest financial advice networks, has shown that there is a growing untapped demand for financial…
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£24.3m lost to cryptocurrency fraud last year – a 250% increase
The amount of money reported lost to cryptocurrency fraud in the UK hit £24.3m last year (year to March 31 2019), a…
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More millionaires, fewer IFAs
New research from Succession Wealth reveals that the number of IFAs and wealth managers in the UK could fall by around 7%…
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Foster Denovo continues down the acquisition trail
The Foster Denovo Group, the multi-award winning financial advisory business, has announced that it has acquired a part of London & Capital’s…
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Brown Shipley appoints new Client Senior Manager in Edinburgh
Brown Shipley, experts in wealth planning, investment management and lending, announce the appointment of Sandra Dailidyte as Client Senior Manager in its…
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