Fast-growing wealth manager and Financial Planner Kingswood has made its second acquisition this week with a deal to buy Smythe and Walter, a Financial Planning firm based in Faversham, Kent.
Read more ...Kingswood buys Kent Planner in second deal this week
- Wednesday, 17 November 2021
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SJP adds virtual reality training for advisers
- Wednesday, 17 November 2021
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Wealth manager St James’s Place (SJP) has introduced virtual reality (VR) technology for training its financial advisers and Academy trainees.
Read more ...Celtic adds Chartered Planner to London team
- Tuesday, 16 November 2021
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Celtic Financial Planning has added Chartered Financial Planner Victoria Nabarro to its London team in Canary Wharf.
Read more ...Quilter Investors CIO Bambos Hambi to retire
- Tuesday, 16 November 2021
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Quilter Investors chief investment office Bambos Hambi is retiring to spend more time with family.
Read more ...3 in 4 advisers avoid complex investments
- Tuesday, 16 November 2021
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Three quarters of financial advisers avoid complex investments, according to new research.
Read more ...LV= chair attacks Royal London intervention
- Tuesday, 16 November 2021
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The chairman of LV= has criticised Royal London for the timing of its intervention in the mutual provider’s sale to Bain Capital.
Read more ...Openwork to boost specialist protection offering
- Tuesday, 16 November 2021
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Adviser network The Openwork Partnership has teamed up with Cura Financial Services to boost its protection offering.
Read more ...MPs block Lords' Triple Lock revolt
- Tuesday, 16 November 2021
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MPs in the House of Commons have rejected proposals from the House of Lords to retain the State Pension Triple Lock.
Read more ...Tilney appoints investment director in London
- Tuesday, 16 November 2021
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Wealth manager and Financial Planner Tilney Smith & Williamson has appointed Andrew Lewin as investment director for its investment management team in London.
Read more ...Quilter gets go ahead for business sale
- Monday, 15 November 2021
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Wealth manager and Financial Planner Quilter has received regulatory approval for the sale of its international business to Utmost Group.
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