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Exclusive: Saunderson House to move to restricted

Financial Planning firm Saunderson House will become a restricted financial adviser from 20 June, Financial Planning Today understands.

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Rathbones funds under management rise 25%

Investment management and Financial Planning group Rathbones has increased funds under management and administration (FUMA) by 25%, according to the first trading update since the completion of its acquisition of Saunderson House.

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Rathbones looks to Brooks for new investment director

Discretionary fund manager Rathbone Investment Management has appointed former Brooks Macdonald senior investment director Scott Lothian as its new investment director in Edinburgh.

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1 in 3 Scots HNW clients have used a Planner

Over a third (35%) of high-net-worth individuals in Scotland have met with a Financial Planner for guidance on passing on wealth.

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