Corporate Strategy
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News Team on 17/04/2024
Söderberg & Partners has invested in four IFA firms - Courtney Favers, Bespoke-Advice, Clear Financial Advice and Bigmore Associates.
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News Team on 17/04/2024
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.
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News Team on 17/04/2024
A roundup of the latest funds news impacting the wealth management sector...
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News Team on 17/04/2024
Ruffer has cut around 20 positions across its business, representing around six percent of its total positions.
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News Team on 16/04/2024
Tatton AM has seen record net inflows for the year ended 31 March 2024 in its latest unaudited results.
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News Team on 16/04/2024
Maseco Private Wealth has relocated its office to the redeveloped Kodak Building on London’s Kingsway.
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Katie Royals on 16/04/2024
Vermeer Partners has appointed Rob Hodgson as a financial planning director within Vermeer Financial Planning.
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News Team on 16/04/2024
The chief investment officer (CIO) for Citi Wealth, David Bailin, will leave the firm on 15 May after 15 years to "pursue a new opportunity", according to both him and the firm
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News Team on 15/04/2024
Investment platform Third Financial has partnered with wealth manager Mountstone Partners to boost the latter's tech capabilities.
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News Team on 15/04/2024
Wealth manager MKC Wealth has appointed Dan Cowland as chief financial officer.
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