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partnership

SOLLA strikes deal for DFM services with wealth manager

Companies

SOLLA strikes deal for DFM services with wealth manager

Society inks agreement with Canaccord Genuity Wealth Management

clock 08 September 2023 • 1 min read
HNW individuals to benefit from Quilter's latest partnership

Your profession

HNW individuals to benefit from Quilter's latest partnership

Quilter will provide education, materials, and webinars as part of deal

clock 17 August 2023 • 1 min read
Blackrock and Fintel widen investment range for advisers

Your profession

Blackrock and Fintel widen investment range for advisers

The range should streamline the advice process and improve adviser efficiency

clock 03 August 2023 • 1 min read
Evelyn Partners in tie-up with US accountancy firm

Companies

Evelyn Partners in tie-up with US accountancy firm

‘Next generation of growth’

clock 30 June 2022 • 2 min read
Kendal-based wealth manager and IFA in business tie-up

Your profession

Kendal-based wealth manager and IFA in business tie-up

Part of growth strategy

clock 15 March 2022 • 1 min read

Investment

Pacific AM reveals second strategic partnership with IFA

Strabens Hall

clock 11 October 2018 • 1 min read

Companies

Marlow-based IFA first to join Sanlam partnership programme

Programme launched in 2017

clock 23 July 2018 • 1 min read

Companies

Pacific AM enters into strategic partnership with financial adviser

Chartered Financial Management UK

clock 17 July 2018 • 1 min read

Your profession

Just appoints Matt Pheasey intermediary distribution director

New role follows merger and rebrand

clock 13 February 2017 • 1 min read

Equity release

Former Partnership CEO joins Retirement Bridge board

Firm was rebranded by private equity backers in May

clock 06 September 2016 • 1 min read
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