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News

First Wealth appoints Jess Biggs to launch sports and entertainment division

Companies

First Wealth appoints Jess Biggs to launch sports and entertainment division

Division will support elite clients across sports and entertainment

clock 10 June 2025 • 1 min read
Quilter Cheviot CEO to step down later this year

People

Quilter Cheviot CEO to step down later this year

John Goddard to take over from Andrew McGlone

clock 10 June 2025 • 2 min read
Intelliflo unveils AI-powered suite to cut adviser workload by 85%

Your profession

Intelliflo unveils AI-powered suite to cut adviser workload by 85%

Launched at Intelliflo Innovate 2025

clock 10 June 2025 • 3 min read
Aberdeen's Kenny: 'We are not just going to switch Elevate off'

Wrap/platforms

Aberdeen's Kenny: 'We are not just going to switch Elevate off'

Admits adviser communication on Elevate has been lacking

clock 10 June 2025 • 4 min read
Jersey-based Oakglen Wealth snaps up local firm HBFS

Companies

Jersey-based Oakglen Wealth snaps up local firm HBFS

Clients gain access to ‘comprehensive financial and retirement planning’

clock 10 June 2025 • 2 min read
Loyal North snaps up client books of two retiring advisers

Companies

Loyal North snaps up client books of two retiring advisers

Acquires Blue House Financial Services and Lewins Investments

clock 09 June 2025 • 1 min read
Mercer to acquire Fundhouse and strengthen UK wealth management presence

Companies

Mercer to acquire Fundhouse and strengthen UK wealth management presence

Rory Maguire to remain as CEO and CIO

clock 09 June 2025 • 1 min read
UK platform MPS market shows 'remarkable' growth

DFM & Model Portfolios

UK platform MPS market shows 'remarkable' growth

Now amounts to nearly a fifth of wealth management assets

clock 09 June 2025 • 2 min read
FSCS declares Kent firm failed over investment advice

Companies

FSCS declares Kent firm failed over investment advice

Apollo Pension & Investment Advisers is no longer trading

clock 09 June 2025 • 1 min read
Small advice firms reveal MPS provider due diligence struggle

DFM & Model Portfolios

Small advice firms reveal MPS provider due diligence struggle

Experiencing time and resource constraints more than larger peers

clock 09 June 2025 • 3 min read
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