Companies
Hoxton Wealth unveils its first office in North West England
The team will be headed up by Jonathon Jay, the company’s UK managing director
Marlborough makes ‘significant’ investment in First Wealth
The financial planner firm manages £480m of assets for around 600 clients and their families
Shackleton acquires London-based financial advice firm and discretionary arm
The deal adds over £200m in assets under management
Shortlist for Global Financial Services Awards 2025 to be revealed next week
There are 22 different categories
Qatari financial services firm first-ever mandates CISI membership for all staff
The agreement will unlock a range of exclusive membership benefits for QInvest