St James’s Place’s chief operating officer, Jonathan McMahon, has decided to relinquish his role after six years.

Platform HANetf is celebrating its first anniversary this month.

UBS’ global wealth management and asset management arms have enjoyed a profits boost, according to the firm’s third quarter results.

Fraudsters are using the details of an authorised passported asset manger, the FCA has warned.

Wealth manager JM Finn has hired Marcus Holden-Craufurd as investment director.

The CISI has appointed Niall Husbands MCSI as president of its Jersey committee.

TISA has completed the first phase of its project to deliver an Open Savings and Investment infrastructure, which will enable consumers and help them improve their financial wellbeing.

South West-based Financial Planner, chartered accountant and tax consultant Albert Goodman has relocated its 150+ Taunton employees to larger premises.

Investor in Customers (IIC) has launched a new customer insight and assessment product, SM&CR Essential.

A new ‘Institute’ for Financial Wellbeing has garnered hundreds of responses from individuals and Financial Planners who offered to help establish the initiative.