IFA

Quilter adjusted profit for 2023 jumps 25% to £167m

Companies

Quilter adjusted profit for 2023 jumps 25% to £167m

'Year of strong delivery'

clock 06 March 2024 • 4 min read
Defaqto unveils EIS and VCT ratings on back of MICAP deal

VCTs/EIS

Defaqto unveils EIS and VCT ratings on back of MICAP deal

Star and Diamond ratings

clock 20 November 2023 • 1 min read
Titan Wealth appoints new head of portfolio management

People moves

Titan Wealth appoints new head of portfolio management

Tom Macpherson joins

clock 08 November 2022 • 1 min read
41% of IFAs more stressed after Mini Budget than GFC

UK

41% of IFAs more stressed after Mini Budget than GFC

209 advisers

clock 07 October 2022 • 2 min read
Tatton AM completes £7m acquisition of 8AM Global

Companies

Tatton AM completes £7m acquisition of 8AM Global

Follows record year for flows

clock 15 August 2022 • 1 min read
Brooks Macdonald set to acquire Integrity Wealth Solutions

Companies

Brooks Macdonald set to acquire Integrity Wealth Solutions

Funds under management of £250m

clock 23 May 2022 • 2 min read
The Big Interview: TJ&P's Tim Whiting on becoming the 'One Ham Yard' of London IFAs

Advisory

The Big Interview: TJ&P's Tim Whiting on becoming the 'One Ham Yard' of London IFAs

Company launched in 1995

clock 06 April 2022 • 5 min read
Exploring the growth of the discretionary fund manager sector

Wealth Management

Exploring the growth of the discretionary fund manager sector

Fastest-growing area of wealth management

clock 18 January 2022 • 4 min read
Oaktree acquires Sanlam Wealth UK in £140m deal

Investment

Oaktree acquires Sanlam Wealth UK in £140m deal

New brand to be announced

clock 20 September 2021 • 2 min read

People moves

Charles Stanley hires Nick Hendy as intermediary sales manager

Joins from Heartwood Investment Management

clock 29 June 2021 • 1 min read
Most read
01

ISA reform 'under review' after absence in Budget and Mansion House

20 November 2024 • 3 min read
02

Liontrust profits sink by a further 28% as AUM continues to decline

21 November 2024 • 3 min read
03

Ninety One takes charge of £17.4bn Sanlam IM mandate

20 November 2024 • 2 min read
04

Pridham Report: Nearly two thirds of UK's largest fund groups record weaker net retail sales in Q3

20 November 2024 • 3 min read
05

Liontrust partners with BlackRock Aladdin and BNY for front-office tech solution

20 November 2024 • 2 min read
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