Exclusive: Saunderson House to move to restricted
- Monday, 23 May 2022
- Articles
Financial Planning firm Saunderson House will become a restricted financial adviser from 20 June, Financial Planning Today understands.
Read more...Rathbones funds under management rise 25%
- Tuesday, 11 January 2022
- Articles
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.
Read more...Rathbones looks to Brooks for new investment director
- Friday, 04 June 2021
- Articles
Discretionary fund manager Rathbone Investment Management has appointed former Brooks Macdonald senior investment director Scott Lothian as its new investment director in Edinburgh.
Read more...1 in 3 Scots HNW clients have used a Planner
- Tuesday, 11 May 2021
- Articles
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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