Fulcrum AM hires chief strategy officer
Rejal will report to chief investment officer Suhail Shaikh
Latest news | 9 Oct 25
More than half of Brits want IHT to be abolished
It comes ahead of changes to IHT that will bring people’s pensions into its scope from April 2027
Osaic adds $453m Oregon-based advice firm to its network
Pilot Rock is an eight-person advice team based in Medford, Oregon
Investment | 8 Oct 25
SJP launches passive multi-asset funds charging 0.2%
The four new funds will invest in a range of index-tracking strategies
Banque Transatlantique launches UK wealth arm
The firm is regulated by the Financial Conduct Authority and is dedicated to high-net-worth individuals




