Devon-based advice firm Philip J Milton has been given the responsibility of managing £55m on behalf of more than 1,600 investors following the recent suspension of a London-based DFM.
Discretionary fund manager (DFM) Organic Investment Management entered into administration at the end of last year and was told it must not carry out any regulated activities without the Financial Conduct...
Clarke replacing Balkham
'Deep-dive analysis of client behaviour'
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