Companies

Fintuity expands team ahead of virtual adviser launch

Companies

Fintuity expands team ahead of virtual adviser launch

COO appointed

clock 06 September 2021 • 2 min read
Brooks Macdonald completes Lloyds' offshore wealth business acquisition

Companies

Brooks Macdonald completes Lloyds' offshore wealth business acquisition

Deal was announced in June this year

clock 01 December 2020 •
LV= confirms discussions with other parties as Royal London merger rumours swirl

Companies

LV= confirms discussions with other parties as Royal London merger rumours swirl

Sky News reports

clock 28 September 2020 •
Baillie Gifford's Charles Plowden to retire after 37 years with firm

Companies

Baillie Gifford's Charles Plowden to retire after 37 years with firm

Departs in April 2021

clock 07 May 2020 •
Architas shuffles investment team as Nevins departs

Companies

Architas shuffles investment team as Nevins departs

Raft of portfolio management changes

clock 28 April 2020 •
Lindsell Train funds breach UCITS concentration rules - reports

Companies

Lindsell Train funds breach UCITS concentration rules - reports

Individual holdings breach limits

clock 06 April 2020 •
Quilter Investors hires 7IM deputy CIO

Companies

Quilter Investors hires 7IM deputy CIO

Ian Jensen-Humphreys joins as portfolio manager

clock 02 April 2020 •
Invesco disposes of illiquid assets across UK equity mandates

Companies

Invesco disposes of illiquid assets across UK equity mandates

Liquidity review

clock 01 April 2020 •
Heartwood IM CIO Noland Carter steps down

Companies

Heartwood IM CIO Noland Carter steps down

Former CIO of Barclays Wealth and Rothschild Wealth

clock 30 March 2020 •
Seven advice firms declared in default by FSCS in February

Companies

Seven advice firms declared in default by FSCS in February

15 in total

clock 27 March 2020 •
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