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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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  • Trending now
  • CII certificates go paperless
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People

Andy Briggs named Phoenix chief exec as Clive Bannister exits
  • People
Andy Briggs named Phoenix chief exec as Clive Bannister exits

Bannister oversaw Standard Life acquisition

  • 08 November 2019
FCA amplifies board with three appointments
  • People
FCA amplifies board with three appointments

Three new non-exec members

  • 07 November 2019
TISA appoints former BlackRock MD Stenning as chair
  • People
TISA appoints former BlackRock MD Stenning as chair

Promoted from deputy chair role

  • 06 November 2019
Ex-JOHCM CEO Pease named Jupiter chair
  • Investment
Ex-JOHCM CEO Pease named Jupiter chair

Effective 2 March 2020

  • 06 November 2019
Sesame Bankhall group managing director steps aside
  • People
Sesame Bankhall group managing director steps aside

Stephen Harris to join the firm as CFO

  • 06 November 2019
Brooks Macdonald co-founder to step down after 28 years
  • Investment
Brooks Macdonald co-founder to step down after 28 years

Jon Gumpel leaving in March 2020

  • 16 October 2019
Fidelity's McQuaker to stand down from multi-asset range management
  • People
Fidelity's McQuaker to stand down from multi-asset range management

Chris Forgan to take charge

  • 19 September 2019
PortfolioMetrix names Ben Peele as UK managing director
  • People
PortfolioMetrix names Ben Peele as UK managing director

At PortfolioMetrix since April

  • 18 September 2019
Linda Graham: Why you need storytelling in financial advice
  • People
Linda Graham: Why you need storytelling in financial advice

'Humanises our offerings'

  • 18 September 2019
Nick Eatock returns as Intelliflo CEO
  • People
Nick Eatock returns as Intelliflo CEO

Follows exit of Hamish Purdey

  • 17 September 2019
Punter Southall Aspire hires financial planning director
  • People
Punter Southall Aspire hires financial planning director

Richard Cole joins after acquisitions

  • 11 September 2019
Talking with ... Columbia Threadneedle's Mark Burgess
  • People
Talking with ... Columbia Threadneedle's Mark Burgess

Square Mile’s series of informal interviews

  • 27 August 2019
Close Brothers AM hires Brooks Macdonald's Wilson as MD
  • People
Close Brothers AM hires Brooks Macdonald's Wilson as MD

Close Brothers Asset Management has appointed investment management director at Brooks Macdonald Alastair Wilson as a managing director within its Edinburgh office.

  • 13 August 2019
Tom Ellis appointed editor of Professional Adviser
  • People
Tom Ellis appointed editor of Professional Adviser

'Build on excellent work'

  • 25 July 2019
Talking with … Merian Global Investors' Richard Buxton
  • People
Talking with … Merian Global Investors' Richard Buxton

Square Mile’s series of informal interviews

  • 18 July 2019
Revealed: All the winners at the Women in Financial Advice Awards 2019
  • Companies
Revealed: All the winners at the Women in Financial Advice Awards 2019

‘Inspirational stories’

  • 03 July 2019
PFS launches Connect e-mentoring programme
  • People
PFS launches Connect e-mentoring programme

CPD-accredited

  • 24 June 2019
Talking with … Aviva Investors' David Cumming
  • People
Talking with … Aviva Investors' David Cumming

Square Mile’s series of informal interviews

  • 20 June 2019
Newton CEO appointed non-exec at Bank of England
  • Investment
Newton CEO appointed non-exec at Bank of England

Chancellor Philip Hammond has announced today the appointment of Newton Investment Management CEO Hanneke Smits as one of three non-executive directors to the Bank of England's Court of Directors.

  • 31 May 2019
Talking with … Kames Capital's Audrey Ryan
  • Companies
Talking with … Kames Capital's Audrey Ryan

Square Mile’s series of informal interviews

  • 23 May 2019
Rich List: Schroder family and Peter Hargreaves fall down rankings
  • People
Rich List: Schroder family and Peter Hargreaves fall down rankings

Crispin Odey, Terry Smith, Andy Bell fare well

  • 13 May 2019
'Secret lives' of financial planners showcased in photography exhibition
  • People
'Secret lives' of financial planners showcased in photography exhibition

Black and white portraits

  • 02 May 2019
Talking with … Schroders' Peter Harrison
  • Companies
Talking with … Schroders' Peter Harrison

Square Mile’s series of informal interviews

  • 22 March 2019
Bruno Schroder passes away aged 86
  • Investment
Bruno Schroder passes away aged 86

Spent 56 years at Schroders

  • 21 February 2019
123

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