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Companies

Scottish Widows merges platform and workplace amid 'rapid growth'

Companies

Scottish Widows merges platform and workplace amid 'rapid growth'

Graeme Bold named MD for workplace and intermediary wealth

clock 05 September 2024 • 2 min read
Schroders lines up Richard Oldfield as next CEO - reports

Companies

Schroders lines up Richard Oldfield as next CEO - reports

CFO will succeed Peter Harrison

clock 05 September 2024 • 1 min read
Close Brothers opens bespoke HNW office in Winchester

Companies

Close Brothers opens bespoke HNW office in Winchester

The new office will be based on St. Peter Street

clock 03 September 2024 • 1 min read
Foster Denovo acquires Rosemount Asset Management

Companies

Foster Denovo acquires Rosemount Asset Management

Bringing £200m in assets and three advisers for the national firm

clock 03 September 2024 • 2 min read
Tenet's administration journey continues as creditors approve proposals

Companies

Tenet's administration journey continues as creditors approve proposals

Confirmed in its latest administration report update

clock 02 September 2024 • 2 min read
Why acquitted ex-Barclays Wealth boss still faced FCA CEO ban

Companies

Why acquitted ex-Barclays Wealth boss still faced FCA CEO ban

Thomas Kalaris was cleared of fraud charges in 2020

clock 29 August 2024 • 6 min read
FSCS declares British Steel-linked firm failed over pensions advice

Companies

FSCS declares British Steel-linked firm failed over pensions advice

Thorn Investment & Pension Services is no longer trading

clock 28 August 2024 • 2 min read
Aegon's adviser platform posts £1.8bn outflows as consolidation continues

Companies

Aegon's adviser platform posts £1.8bn outflows as consolidation continues

Due to macroeconomic environment and vertical integration, provider says

clock 23 August 2024 • 1 min read
Fairstone completes double buyout deal adding £318m in FUM

Companies

Fairstone completes double buyout deal adding £318m in FUM

Consolidator launches southern hub in Farnborough

clock 22 August 2024 • 1 min read
VouchedFor partners with Plannr to integrate client survey tool

Companies

VouchedFor partners with Plannr to integrate client survey tool

Elevation will be placed into PlannrCRM

clock 19 August 2024 • 1 min read
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