financial planning

UK

The Century Club: How the investment industry should respond

More innovative products needed

clock 18 April 2018 • 2 min read

Wealth Management

John Lamb launches dedicated wealth management arm

Looking to grow client base

clock 31 January 2018 • 1 min read

Advisory

MitonOptimal acquires IFA boosting assets under advice by £100m

Acquirer rebranded in November

clock 19 January 2018 • 1 min read

Wealth Management

Second Charles Stanley 'super office' opens in Southampton

Moving staff from Dorset office

clock 11 January 2018 • 1 min read

Investment Trusts

BlackRock to transfer IT Savings Plan and NISA client assets to Hargreaves Lansdown

Affecting £90m of assets

clock 19 July 2017 • 1 min read

Wealth managers

Tilney continues hiring spree with Nottingham appointment

Hired financial planner

clock 22 June 2017 • 1 min read

Wealth Management

Clarion hires financial planner from Killik

Petts spent 12 years at Killik

clock 01 June 2017 • 1 min read

Industry

OMW advice business acquires third financial planning firm

Targeting £1bn by year-end

clock 17 November 2016 • 1 min read

People moves

Leeds-based wealth manager creates £1bn business with first acquisition

Acquired London-based PQR Financial Planning

clock 17 October 2016 • 1 min read

Business roles

Former Brewin Dolphin London head Long departs after 21 years

Taking a year out of the industry

clock 24 August 2016 • 1 min read
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