Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
Author: Alex Sebastian
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Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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Quilter adds Juniper Financial Planning to network
Ayrshire-based Juniper formed by trio of financial planners
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Three quarters of advisers eyeing larger real assets allocations
70% of the professionals questioned predicted a challenging investment environment this year
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Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
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Fuel Ventures VCT launches £50m maiden raise
Launch follows announcement VCT regime has been extended to 2035
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PEOPLE MOVES: Love Ventures, Raymond James WM, LGIM, Lombard Odier, Dimensional
Love Ventures has hired Faye Williams as distribution director
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VCT take-up jumps by a third to 25,800 investors
Total money raised up by 61% to £1.04bn
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Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
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Defaqto names former Octopus marketing head as CSO
Sally Boyle has also joined the board and leadership team
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FCA accuses Blackburn-based man of defrauding 240 investors
A total of £19m allegedly taken in by the scheme
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IHT take hits £5.7bn as government mulls changes in the Budget
Average bill on course to be £239,000 in the current tax year