News
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Brewin Dolphin appoints Wealth Director
Brewin Dolphin, one of the UK’s leading wealth managers, has appointed Anthony Rawlinson as Wealth Director, based in their London office. Rawlinson…
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Morningstar appoints Chris Lee as Head of UK Sales & Business Development
Chris Lee has been appointed Head of UK Sales & Business Development at Morningstar. In this expanded role, Lee, who was Morningstar’s…
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Charles Stanley becomes official wealth management partner to Harlequins rugby club
Top rugby club Harlequins has chosen Charles Stanley as its Official Wealth Management Partner. Charles Stanley, one of the UK’s leading wealth…
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Cowgills Wealth launches in Ilkley
The former Jacobs Financial Services in Ilkley, West Yorkshire, has been rebranded and relaunched as Cowgills Wealth. Jacobs Financial Services was acquired…
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SimplyBiz Group acquires Defaqto for £74.3m
The SimplyBiz Group has acquired Regulus Topco, owner of Defaqto, for £74.3m. The company also announced a conditional institutional placing at 180p…
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Standard Life Aberdeen wins dispute with Lloyds Banking Group/Scottish Widows
Standard Life Aberdeen has won its dispute with Lloyds Banking Group/Scottish Widows (LBG). An arbitration panel has ruled that LBG was not entitled…
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Sheraton Financial Planning becomes CISI Accredited Financial Planning Firm
The Chartered Institute for Securities & Investment broke the news that Sheraton Financial Planning based in Fareham, Hampshire, has become a CISI…
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FCA Platform Market Study – comment
Today the FCA has released the Investment Platforms Market Study, Final Report. Here is some of the feedback coming into the IFA…
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Spring Statement: comment
Philip Smeaton, chief investment officer, Sanlam UK: “Today’s Spring Statement was little more than a blip on the political radar. Squeezed in-between…
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Kingswood expands services
Kingswood, the AIM listed integrated wealth management group, has added to its services. The new offering includes personal taxation, SME and corporate finance…
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