Embark platform to recruit 50 new staff in Dundee

Retirement and platform provider Embark is to hire more than 50 people in Dundee over the next few months to boost its platform operations in the city.

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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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Coutts integrates Adam & Co Planners

Coutts has begun the process of integrating Financial Planners and wealth managers from its Adam & Company business into the main wealth management and banking firm.

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Progeny acquires Scottish Financial Planner

Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.

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