Companies

His Majesty succeeds Her Late Majesty Queen Elizabeth II

‘We see ourselves integrating well into the financial services tech stack’

Dudley and Guildford-based IFAs purchased

Discretionary fund manager records net flow increase of 28% to £2.3bn

To meet Consumer Duty and vulnerability regulatory expectations

OCM Wealth Management will use AI to roll out a new AR business model

Loveday & Partners takes Titan Wealth’s total AUM to £17.3bn

Lancashire-based PH7 Wealth Management is no longer authorised

WR Simon Ashley Silver Independent Financial Advisor has been declared failed

Consecutive growth for the firm as group turnover rises by 20% in 2023