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James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

Begins term as he succeeds Nicola Stacey

Sets out ‘extensive but appropriate’ use of AI

Co-founder Andrea MacDonald will be joining Saturn

Why 2026 must be the year of knowing your client - fully

PA looks at what AI did for advice this year and what more to expect

David Kennedy is currently serving an eight-year prison sentence

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Expansion of insurance work in 2026