Swedish wealth manager Söderberg & Partners has made investments in four IFA firms as it aims to expand its presence within ...

CBAM went on to rebrand as independent wealth business TrinityBridge shortly after the sale completed. TrinityBridge is ...

Wealth manager Mattioli Woods has appointed Peter Mann as non-executive chairman, subject to regulatory approval.

The Financial Conduct Authority has established its presence in the US and Asia-Pacific to better promote the UK ...

Defaqto has identified the top ten most recommended platform managed portfolio solutions (MPS) by value for Q1 2025.

Söderberg & Partners (Söderberg) has taken a 30% stake in financial planning firm Murphy Wealth, the first Scottish advice business it has invested in.

Premier Miton has seen a dip to its overall assets under management since the end of September last year, dropping from £10.7bn to £10.2bn.

The cancellation of Aviva and subsidiary General Accident’s £450m irredeemable preference shares is set to proceed after gaining shareholder approval.

My Care Consultant marketing and IT director Lynn Miles has passed away after fighting an aggressive form of cancer.

The next generation of investors is even more diverse and digital-first, and their expectations won’t be met with legacy models, writes Sneha Shah ...

Quilter and Quilter Cheviot MPS offerings are now on AJ Bell’s platform, Quilter confirmed this morning (15 April).

Death and taxes may be the only real guarantees in life but simpler models should be considered to achieve the policy objective of making the IHT system fairer, writes Lee Halpin ...