Companies

Spanish private bank CaixaBank, originally based in Valencia, has opened a new specialist centre in Barcelona in the district of Pedralbes, at Calle Pedro i Pons 6-8.

Söderberg & Partners has invested in four IFA firms - Courtney Favers, Bespoke-Advice, Clear Financial Advice and Bigmore Associates.

Brooks Macdonald Group has recorded funds under management (FUM) of £17.9 billion for the third quarter of its financial year - the three months ended 31 March 2024. 

A roundup of the latest funds news impacting the wealth management sector...

Ruffer has cut around 20 positions across its business, representing around six percent of its total positions.

Tatton AM has seen record net inflows for the year ended 31 March 2024 in its latest unaudited results.

Titan Wealth has received approval from the Financial Conduct Authority and will shortly complete a deal for Loveday & Partners to become part of the Titan Wealth Group.

Maseco Private Wealth has relocated its office to the redeveloped Kodak Building on London’s Kingsway.

Well meaning rules and regulations designed to protect customers often have a habit of generating unintended consequences.

Vermeer Partners has appointed Rob Hodgson as a financial planning director within Vermeer Financial Planning.