Partners Wealth Management acquires Aberdeen-headquartered wealth firm
PWM will now look after combined assets totalling c.£6bn
Retirement | 3 Mar 25
Origo launches ‘real-time’ few clicks pension tracking for advisers
The Origo Transfer Service accounts for around 80% of all DC pension transfers in the market
Quilter Cheviot launches international MPS on Morningstar Wealth Platform
The International MPS management fee has been reduced from 0.30% to 0.25% if via the platform
TEAM client assets top £1bn, targets 12 senior hires this year
There was an increased adjusted EBITDA loss of £1.6m (FY 23: £0.7m)
Rathbones AM hires trio for move into Asia ex-Japan, global EM strategies
The fund managers will be based in London and report to Tom Carroll, chief executive of RAM