Rathbones

The series continues as Richard Romer-Lee chats to James Thomson

Effective from 2 April

Jonathan Sorrell to join wealth manager as CEO designate

Will oversee investment management and financial planning

Upgraded MPS for IFAs set for 2025 launch

Migration into single platform in H1 2025

'Active management costs more. But it can also deliver more'

Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies

It can be ‘hard’ for firms to convince customers they are being scammed

‘Achieved realisation ahead of target’