Montgomery to open Edinburgh office
Currently a client of and investor in the business
David Taylor joins as business intelligence manager
Are wealth managers offering financial advice going to become the norm?
Fake reviews also posted
Fintech company providing integrated investment solutions
£2.6m in redress paid
Report outlined one-off 5% tax on wealth above £500k
Probe into intelligence provisions also sought
Interest in UK equities rising
Nikhil Rathi grilled by MPs
Joe O'Donnell, Tom Hoyer Millar and Bradley Worsfold appointed
Partners with 'REO' service
Paul Bolt, Michael Fajardo and Clare Houghton join as business development managers.
Brings range to four vehicles
Chairing firm's client investment proposition
Covers model and bespoke portfolios
Supporting advisers with due diligence and DFM selection process
Largest strategic partnership to-date for Pacific
Martin Tyson joins Leeds office
Group head of research
Offloads £160m stake
Deal requires 'third-party consent'
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?