-
GWM Investment Management takes stake in Optimus Capital
GWM Investment Management, the boutique wealth manager and investment consultancy, has acquired an interest in Optimus Capital, the discretionary investment manager. Optimus…
-
Nanotech Industrial Solutions completes $12m growth investment round
Nanotech Industrial Solutions has completed a $12m growth capital round led and syndicated by EcoMachines Ventures, a long-term investor in NIS. The…
-
CoInvestor appoints Rob Ferguson as COO
CoInvestor has appointed Rob Ferguson as its Chief Operating Officer. CoInvestor is a platform that digitises alternative asset transactions for fund managers,…
-
Attitude to risk questionnaires – smart use of technology or baffling science?
With a number of risk profiling solutions on the market, compliance consultant Tony Catt warns of the limitations for those who rely…
-
Strabens Hall reorganises senior management
Strabens Hall, the independent wealth advisory boutique, has had a sort-out of senior management. The firm, which advises some 350 clients from…
-
Seneca exits Premier Technical Services Group
Seneca Partners has made a 3.6x return from its investment in Premier Technical Services Group. The calculated return does not include the…
-
Weekend Press Review: DB transfers in the spotlight again
The Financial Times leads on the story that the scale of pension cash transfers out of defined benefit schemes and into defined…
-
Adviser Spotlight -Newell Palmer
As progressive financial planning firm Newell Palmer celebrates its 25th Anniversary, Sue Whitbread talks to Kevin Homfray, Finance Director at the group,…
-
Universities to power high-growth UK companies
Five leading universities have launched a new programme to enable the UK’s best tech SMEs to access university expertise and resources.…
-
Sanlam expands portfolio management team in UK
Daniel Szabo has been appointed to the Sanlam UK portfolio management team. Szabo has more than 17 years’ experience in the wealth…
