Quilter hires former RBC Brewin Dolphin executive as COO
Succeeding the retiring Karin Cook
Succeeding the retiring Karin Cook
Wealth managers and institutional investors managing $1.7trn quizzed
Labour has been ‘fairly quiet’ on inheritance tax
Regulator calls on firms to identify regulation which could be removed or simplified
Plans for cost base reduction aim to reach full run-rate savings of £100m by 2027
AJ Bell voices concerns that savers might be hoarding too much cash
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
Brooks Macdonald adds head of adviser solutions
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
AHR will be rebranded as Titan Wealth International
VCTA’s Chris Lewis looks at the appeal of VCT’s even in turbulent times
He will lead the firm’s outsourced investment management offering for IFAs