Companies
Luna investment Management gains CISI chartered firm status
It provides bespoke investment solutions including use of offshore bond structures
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
Experts react to House of Lords rebuke on FCA ‘naming and shaming’
The report ‘will put further pressure’ on the FCA
Over 40% of entrepreneurs cite health, family needs as key for exiting
Financial advisers were ranked the joint-most valuable source of support when navigating a business exit
Best Practice | 5 Feb 25
Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub
Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh




