Companies
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
The purpose and appeal of international platforms
Platforms ultimately serve as an engine of simplification