Lumin Wealth acquires Professional Financial Centre
The deal will add over £50m of assets under management
Author: Alex Sebastian
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Evelyn Partners books £600m net inflow as record £2.6bn comes in
Assets under management closed the year at an all-time high of £63bn
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Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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Shackleton acquires Norfolk-based Harrold Financial Planning
The takeover brings in around £300m of assets under management
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Rob Burdett to chair Beechtree Capital advisory committee
He is joined by Tom Norman-Butler, Marcus Bolitho and Will Gold
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PEOPLE MOVES: Allianz Global Investors, Hurst Point Group, Stonehage Fleming, GAM
Global head of investments to retire later this year
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SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
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Quilter continues expansion of advice network with four more firms
Follows addition of eight firms in December 2024
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Will the ‘year of the snake’ be prosperous for investors in Chinese stocks?
The return of Donald Trump to the White House complicates the picture
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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Treasury AI in financial services inquiry ‘an opportunity’ for advisers
Provision of financial advice is already being impacted by AI