Companies

Clients told to capitalise on abolition of lifetime allowance

Advisers ‘busier than ever’ as face-to-face meetings make a comeback

Acquired two advisory firms to form Lync Wealth Management

Rathbones and Investec join forces in £839m deal

Merger deal 'accelerates growth strategy' at Rathbones

Fintel names Phil Smith as chair replacing Ken Davy

Trading statement for the year ended 31 December 2022

Second acquisition of 2023 follows January’s Equinox Wealth deal

Assets under management at the provider now top £40bn

Evelyn Partners and Aviva results for 2022 released on 9 March