Insights
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Weekend press review: investment choices
The Sunday Times business section is reporting some rather worrying trends this week. Firstly, with Bank of England figures due out this…
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KW Wealth acquires Marchant McKechnie
KW Wealth, the independent wealth management group, has acquired the East Yorkshire based independent financial advisory firm Marchant McKechnie. No terms were…
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Defaqto wins adviser voted planning tool award
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018. According to Schroders, this award is…
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Tilney appoints Duncan Budd as financial planner
Investment management and financial planning group Tilney has appointed Duncan Budd as a financial planner. Budd joined from DB financial, the firm…
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Interest rates held
Kevin Roberts, Director, Legal & General Mortgage: “With a rise in the base rate last month, it’s hardly surprising that the Bank…
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How London’s financial services businesses are using the apprenticeship levy
The City of London Corporation has revealed how London’s financial and professional services businesses are using the apprenticeship levy. Its published results…
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Ten years on from the financial crisis, have we learned enough?
Graham Bishop, Investment Director at Heartwood Investment Management, the asset management arm of Handelsbanken in the UK, wonders if we have learned…
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Walker Crips’ Newbury office brings in £93m
Walker Crips said that its Newbury office has achieved strong growth in its first year, attracting £93m in assets under management. The office…
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LJ Partnership sponsored cyclist wins the Transcontinental Race, again
A cyclist sponsored by LJ Partnership, an investment firm advising institutional and private clients, has just achieved a second successive victory in the…
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Earth Capital appoints Edward Collins as CEO
Edward Collins, a former Managing Director of Hanson Asset Management, an independent investment management and advisory firm, and CIO of Hanson Family…

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