Gresham House’s Baronsmead VCTs raise another £50m
The round has brought total net asset value to circa £450m
Industry
-
-
PEOPLE MOVES: Close Brothers AM, Brown Advisory, Fidelius, Sumitomo Mitsui
Close Brothers makes further hire from Investec
-
Söderberg & Partners launches MPS for advisers as it takes stake in Fidelius
Fidelius confirmed FCA approval has been received
-
Advice suitability complaints rising and upheld more often – Oxford Risk
41% of complaints against financial advisers in 2022/23 were upheld
-
PEOPLE MOVES: Schroders, St James’s Place, Newton IM
Schroders head of UK wealth to exit
-
Advisers ‘on dangerous ground’ with tick-box approach to Consumer Duty
Must move away from a product-specific focus
-
SJP adds to CIO office with hire from Cazenove Capital
Corinne Lord joins the wealth manager
-
Mabel Insights rolls out free risk tool for advisers
Firm planning further enhancement to its services
-
Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
-
Treasury rakes in £6.8bn of IHT in 11 months
£400m higher than previous year
-
Brooks Macdonald names new head of wealth
Alex Charalambous to take on the role from 8 April
-
PEOPLE MOVES: Irwin Mitchell, RBC Brewin Dolphin, Titan, Schroders Capital, LOIM
Stewart Sanderson joins IM as chief executive of its planning business