Quilter Cheviot names new head of proposition
Formerly of HSBC Private Bank
wealth managers
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One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs
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Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
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Evelyn Partners makes triple hire in northern England
Appointments made across Leeds and Newcastle offices
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SJP aiming to ‘improve perception’ and become more attractive to advisers
Chief executive Mark FitzPatrick made the comments alongside its final results
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Evelyn Partners’ Casali: Gilts could protect portfolios in a recession
Chancellor Rachel Reeves is facing a very difficult outlook as the Spring Statement nears
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Evelyn Partners makes raft of hires in Jersey and moves office
Relocation ties in with decision to sell its professional services division
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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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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
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Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
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Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m