Companies | 31 Jan 24

Brooks Macdonald splits CIO role to succeed Park

Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role

Greg B Davies

Best Practice | 31 Jan 24

Advisers have rich opportunity to treat investors more like humans, not robots

Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours

Progeny seals another deal as it buys Chartered Wealth Management

Companies | 31 Jan 24

Progeny seals another deal as it buys Chartered Wealth Management

Firm has offices in Manchester and London

Paul Geddes

Companies | 31 Jan 24

Evelyn Partners rebound with 11.5% increase in AUM for 2023

AUM grew from £53bn to £59.1bn due to inflows and market performance

Ben Gutteridge

Investment | 31 Jan 24

Invesco launches discretionary model portfolio service

Range of six investment portfolios across different risk levels