Jersey-based wealth manager and fiduciary Equiom has promoted experienced executive Vicky Stables to be managing director of its Jersey office.
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Jersey-based wealth manager and fiduciary Equiom has promoted experienced executive Vicky Stables to be managing director of its Jersey office.
Read more ...The Upper Tribunal has upheld a ban on two "reckless" financial advisers who were involved in 1,470 mostly 'flawed' pension transfers worth over £392m.
Read more ...The FCA is to launch a sweeping review of 11,000 requirements and limitations covering 9,000 regulated firms.
Read more ...Expanding Bath-based Chartered Financial Planner Fidelius has merged with London-based wealth manager Timothy James & Partners (TJP).
Read more ...Fund and wealth manager M&G has struck a long-term partnership deal with Dai-ichi Life, one of Japan’s biggest investment and insurance companies.
Read more ...Wealth manager Evelyn Partners has become the first official wealth management partner of Saracens Rugby Club.
Read more ...Dan Olley, CEO of Hargreaves Lansdown, is to leave the firm less than two years after taking up the helm.
Read more ...Halo Invest is to launch a new adviser platform after assembling a senior management team with 200 years of combined experience.
Read more ...One of the leading Personal Finance Society rebel groups - OurPFS - has decided to “throw in the towel” after two years of campaigning.
Read more ...Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.
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