Close Brothers Asset Management (CBAM) has hired Tim Eliot-Cohen from Rathbones to be a managing director in its High Net Worth business.
Read more ...Mattioli Woods reports annual revenue up 17%
- Tuesday, 05 September 2017
- Articles

Mattioli Woods, the wealth management, SIPPs and employee benefits business, has reported annual revenue up 17.4% over the past year.
Read more ...FOS sees 13% jump in new cases in first half
- Tuesday, 05 September 2017
- Articles

The Financial Ombudsman Service recorded a total of 170,000 new cases in the first six months of this year, up 13% on 2016.
Read more ...Sipp provider ready to acquire rivals
- Tuesday, 05 September 2017
- Articles

Momentum Pensions, the SIPP, SSAS and QROPS provider, is considering making strategic acquisitions of SIPP rivals as it builds up for further growth.
Read more ...Chartered Planner backs stand-up comedy night for brain charity
- Monday, 04 September 2017
- Articles

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.
Read more ...Nearly 3 in 4 advisers now using social media
- Monday, 04 September 2017
- Articles

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.
Read more ...Curtis Banks reports 85% jump in pre-tax profits
- Monday, 04 September 2017
- Articles

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.
Read more ...Old Mutual Wealth spins off multi-asset arm
- Monday, 04 September 2017
- Articles

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.
Read more ...Old Mutual Wealth buys Cumbria Financial Planning firm
- Friday, 01 September 2017
- Articles

Old Mutual Wealth Private Client Advisers has acquired Dodd Murray, a Cumbria-based Financial Planning business for an undisclosed sum.
Read more ...Financial services bosses are voted UK’s best
- Friday, 01 September 2017
- Articles

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