Financial Planning firm MHA Carpenter Box is changing the name of its wealth management arm to MHA Carpenter Box Financial Advisers from today.
Read more ...Liontrust buys Architas multi-manager for £75m
- Wednesday, 01 July 2020
- Articles

Fund manager Liontrust has acquired Architas Multi-Manager and Architas Advisory Services in a deal worth up to £75m.
Read more ...Ex-Ignis CEO becomes Quilter FP chairman
- Wednesday, 01 July 2020
- Articles

Quilter has appointed former Ignis Asset Management chief executive Christopher Samuel as chair of Quilter Financial Planning.
Read more ...FCA pushes back SMCR deadline by nearly 4 months
- Wednesday, 01 July 2020
- Articles

The FCA has extended the deadline for firms to complete the first assessment of the “fitness and propriety” of their Certified Persons under the new Senior Managers and Certification Regime (SMCR) from 9 December until 31 March.
Read more ...Schroders Personal Wealth hires 3rd CEO in 12 months
- Tuesday, 30 June 2020
- Articles

Financial Planner Schroders Personal Wealth has appointed former Openwork chief executive Mark Duckworth as its new CEO.
Read more ...FCA wins High Court action against pension introducers
- Tuesday, 30 June 2020
- Articles

The High Court has ruled in favour of the FCA in a civil action against two firms and their directors who induced clients to transfer their pensions into SIPPs and alternative investments without FCA authorisation.
Read more ...Chase de Vere acquires Ferguson Oliver
- Tuesday, 30 June 2020
- Articles

National IFA Chase de Vere has completed the acquisition of Angus-based adviser Ferguson Oliver and said it is searching for more acquisitions.
Read more ...Young investors responded quicker to pandemic
- Tuesday, 30 June 2020
- Articles

Investors under 34 were far more likely to have used their time during lockdown to improve or protect their financial position, however only one in ten had contacted a Financial Planner, according to a new survey.
Read more ...Covid-19 could have “profound” impact on UK wealth sector
- Tuesday, 30 June 2020
- Articles

One of the authors of a new global wealth management report believes that the Covid-19 outbreak could have a “profound” impact on the UK wealth management sector which has flourished in recent years.
Read more ...IWP acquires South West firm Westinsure Webb
- Tuesday, 30 June 2020
- Articles

The growing Financial Planning firm Independent Wealth Planners (IWP) has made another acquisition in the South West with Westinsure Webb Financial Services joining its regional hub, Kelsall Steele Investment Services.
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