financial planning

Trio exit Brooks Macdonald private client and wealth management teams

People moves

Trio exit Brooks Macdonald private client and wealth management teams

Sanderson, Whitby and Grossobel

clock 13 March 2024 • 1 min read
Mattioli Woods profits rise 60% as advice demand jumps

Companies

Mattioli Woods profits rise 60% as advice demand jumps

Pre-tax profits of £7.6m

clock 06 February 2024 • 2 min read
Andrew Fahy joins Quilter Cheviot Europe to lead financial planning service

People moves

Andrew Fahy joins Quilter Cheviot Europe to lead financial planning service

Joins from Brewin Dolphin

clock 17 January 2022 • 2 min read

Industry

Mattioli Woods buys Pole Arnold Financial Management for initial consideration of £4m

Latest deal expands presence in Leicester and London

clock 13 April 2021 • 1 min read

Industry

Does finance have a women problem? Or do women have a finance problem?

How industry needs to better cater to needs

clock 23 December 2019 • 4 min read

Funds

Square Mile & FE fundinfo partner to launch Fund Dashboard

To assist in fund selection

clock 05 December 2019 • 3 min read

Industry

Female financial independence is vital - and best practice begins at home

Nearly a third of women in the dark over partners' finances, study shows

clock 21 November 2019 • 4 min read

UK

Under-fire St James's Place launches financial education portal for under 30s

Tools for young people to better manage money

clock 19 November 2019 • 1 min read

UK

Schroders Personal Wealth launches PR campaign to tackle advice perceptions

21% of people would rather see a dentist

clock 13 November 2019 • 1 min read

Investment

AXA IM expands impact investing offering

Fouth impact fund

clock 10 September 2019 • 1 min read
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Investment Week reveals winners of Women in Investment Awards 2024

28 November 2024 • 4 min read
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Jupiter's Jason Pidcock on ESG 'nonsense' and why China remains 'unappealing'

27 November 2024 • 5 min read
03

St James's Place to wind down £1.8bn property funds amid 'challenging period' for property sector

28 November 2024 • 2 min read
04

BlackRock to strike deal for private credit manager HPS - reports

28 November 2024 • 1 min read
05

On the night gallery: Women in Investment Awards 2024

28 November 2024 • 1 min read
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