Boston Multi Family Office has acquired the Isle of Man fiduciary business of Turnstone.
Read more ...County Durham advice firm fails
- Wednesday, 10 January 2024
- Articles

County Durham-based firm D&G Financial Services Ltd (FRN: 208521) has been declared in default by the Financial Services Compensation Scheme.
Read more ...Average age of billionaires drops by 11 years
- Wednesday, 10 January 2024
- Articles

The average age of billionaires has dropped by 11 years since 2014 to 47 years old, according to a new report.
Read more ...60/40 multi-asset solutions return to popularity
- Wednesday, 10 January 2024
- Articles

The rise in popularity of Vanguard’s LifeStrategy 60% Equity multi-asset investment solution with advisers in 2023 challenges the myth that the old fashioned 60/40 strategy has had its day after a tough 2022, according to a new report.
Read more ...Quilter adds ex-Hargreaves Lansdown CEO to board
- Wednesday, 10 January 2024
- Articles

Financial Planner and wealth manager Quilter has appointed former Hargreaves Lansdown CEO Chris Hill as an independent non-executive director.
Read more ...TPR staff strike over pay dispute
- Wednesday, 10 January 2024
- Articles

Staff at The Pensions Regulator (TPR) are staging the first of a series of strikes today in pursuit of a long-running pay dispute.
Read more ...Derbyshire Financial Planner up for 2 awards
- Tuesday, 09 January 2024
- Articles

Derbyshire-based Chartered Financial Planner Martin Birch, a partner at Belmayne, has been shortlisted for two regional leadership awards.
Read more ...Whitmore leaves Jupiter to set up boutique firm
- Tuesday, 09 January 2024
- Articles

Long-serving Jupiter fund manager Ben Whitmore, who looks after around £10bn, is leaving the firm to start his own boutique fund management business.
Read more ...Succession snaps up £165m AUM Plymouth firm
- Tuesday, 09 January 2024
- Articles

Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.
Read more ...Mattioli Woods to double trainee advisers
- Tuesday, 09 January 2024
- Articles

SIPP and Financial Planning firm Mattioli Woods said it plans to more than double its intake of new trainee advisers to help address the 'advice gap.'
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