Evelyn Partners expands in the North with Haines Watts deal
Manchester, Leeds and Newcastle offices acquired
Manchester, Leeds and Newcastle offices acquired
GSB’s Mauro De Santis Bo argues proposed reforms present a ‘complex challenge’
Speech made to mark one year anniversary
Research from the lang cat and Octopus Money shows move away from smaller clients
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