To manage its ‘Pegasus’ MPS range
Succeeds current investor Sovereign Capital Partners
Industry seeing most providers charging 10bps, Evelyn Partners says
Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds
‘The regulator caused it, they should fix it’
Upcoming changes already beginning to influence charitable will-writing and estates market
Advisers must ‘open people’s eyes to the reality’
Expects to onboard maximum of four partners per year
ChatGPT usage among younger investors rises to 70%