All Subjects

The Chartered Institute for Securities & Investment (CISI) has appointed Nigel Sydenham Chartered FCSI as chair of its training, competence and culture (TC&C) interest group committee.

Consolidator Fairstone has announced its purchase of Berkshire-based Hammett and Petch Financial Planning, kick-starting another busy year of deals, it says.

Glasgow-based financial planning firm Murphy Wealth has appointed Neil Bage to the new role of chief behavioural officer and promoted John Moran to executive chair.

UK wealth manager Succession Wealth reported an operating loss of £3.6 million in its unaudited financial results for the year ended 31 December 2020.

Regular readers will know that a recurring theme of this diary is the issue of life after private banking.

fundeye is PAM Insight's newest news service and sits at the intersection between global fund providers and the world’s professional investor community.

Anna Lane has been appointed as president of Women in Banking and Finance – UK.

The UK economy is “going to get worse before it gets better”, wealth managers have warned.

One fifth of those working in financial services are confident their firm is committed to ESG principles, a new study from the Chartered Institute for Securities & Investment (CISI) shows.

A roundup of the most-read stories on thewealthnet this week...