‘I was using MPS before Consumer Duty was introduced’

Adding £200m in assets and 500 families to its client bank

‘There is so much possibility for self-serve now’

ESG to become more important for charity investment management

Donre Advisory’s directors have appointed joint liquidators

Taking three months or more to onboard ultra-high net worth clients

Wealth manager and stock broking business acquired assets in April

‘We finally have the much-needed certainty to move forwards’

Including changes in approach when dealing with vulnerable clients

‘This becomes more important over time as their life changes’