Wednesday, 06 September 2017
Articles

Close Brothers Asset Management (CBAM) has hired Tim Eliot-Cohen from Rathbones to be a managing director in its High Net Worth business.

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Mattioli Woods, the wealth management, SIPPs and employee benefits business, has reported annual revenue up 17.4% over the past year.

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The Financial Ombudsman Service recorded a total of 170,000 new cases in the first six months of this year, up 13% on 2016.

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Momentum Pensions, the SIPP, SSAS and QROPS provider, is considering making strategic acquisitions of SIPP rivals as it builds up for further growth.

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Guildford-based Chartered Financial Planning firm Chapters Financial is to sponsor a local stand up comedy night to raise funds for a brain injury charity.

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Nearly three in four financial advisers are using social media with the percentage increasing, according to Intelliflo’s 4th annual survey into social media usage.

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Curtis Banks Group, one of the UK’s biggest SIPP providers, has reported an 85% increase in pre-tax operating profits to £5m and a 98% increase in operating revenue to £21.4m for the first half of the year.

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Old Mutual Wealth has launched a standalone multi-asset investment business as it reshapes its business model in preparation for “managed separation” of the company from its parent group.

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Old Mutual Wealth Private Client Advisers has acquired Dodd Murray, a Cumbria-based Financial Planning business for an undisclosed sum.

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UK employees have voted financial services managers the UK’s best, according to a new survey.

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