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People

Ascot Lloyd names Francis Jackson as chief executive

People

Ascot Lloyd names Francis Jackson as chief executive

Replacing Nigel Stockton who set to leave the IFA firm in February

clock 27 August 2024 • 2 min read
Baillie Gifford names managing partner and CEO as Telfer retires

People

Baillie Gifford names managing partner and CEO as Telfer retires

Telfer has spent more than 33 years at Baillie Gifford

clock 16 August 2024 • 1 min read
Orbis Investments names head of UK retail business as Bradshaw retires

People

Orbis Investments names head of UK retail business as Bradshaw retires

Matthew Spencer takes on the leadership role

clock 15 August 2024 • 1 min read
Brooks Macdonald Group names Andrea Montague as next CEO

People

Brooks Macdonald Group names Andrea Montague as next CEO

Andrew Shepherd to retire after 22 years with the group

clock 24 June 2024 • 2 min read
Advisers must mediate between generations in wealth transfer planning

Your profession

Advisers must mediate between generations in wealth transfer planning

Advisers need to work on deeper relationships with clients’ children

clock 21 May 2024 • 1 min read
Investment fraudster sentenced to six years following FCA probe

People

Investment fraudster sentenced to six years following FCA probe

Guy Flintham persuaded investors to put £19m in an investment scheme

clock 20 May 2024 • 2 min read
Firefighter to adviser: Ian O'Dowd on assessing the situation

People

Firefighter to adviser: Ian O'Dowd on assessing the situation

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

clock 10 April 2024 • 4 min read
Headteacher to adviser: Kenneth Hopewell on emotional intelligence

People

Headteacher to adviser: Kenneth Hopewell on emotional intelligence

‘I like meeting people and wanted to do something where I help others’

clock 22 March 2024 • 2 min read
Titan Private Wealth names joint chief executive

People

Titan Private Wealth names joint chief executive

Mark Beddall joins as joint chief executive alongside Mark Puleikis

clock 20 March 2024 • 1 min read
Lawyer to adviser: Marcus Stirling on direct client benefit

People

Lawyer to adviser: Marcus Stirling on direct client benefit

‘Financial advice is all about commitment and people skills’

clock 01 March 2024 • 4 min read
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