Wealth manager Brown Shipley, part of Quintet Private Bank, has appointed former Julius Baer head of relationship management Martin Cuthbert as the new head of its Manchester office.
Quilter has appointed Karen Blatchford as distribution director of its UK platform business Old Mutual Wealth.
The latest edition of our sister Financial Planning Today Magazine is out now and includes an exclusive Cover Feature on how Financial Planning professionals are using the latest planner technology to beat the pandemic and work "faster, better and smarter."
Wealth management and Financial Planning group Quilter said that while the UK economy expanded the most on record in the third quarter this is a catch-up and the bounce back has already begun to end.
Between September 2019 and September 2020, Action Fraud received over 17,000 reports of investment fraud amounting to £657.4m in reported losses.
A report from The Office for Tax Simplification, commissioned by Chancellor Rishi Sunak, has recommended a major overhaul of capital gains tax.
The FCA has launched High Court proceedings against a company and two individuals over alleged links to care home investments which saw investors lose more than £30m.
Financial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.