Companies

Companies | 3 Nov 25

Nutmeg rebrands to J.P. Morgan Personal Investing

The name will be retired and clients will find their investments via the J.P. Morgan Personal Investing app

Sejpal Karan

Companies | 3 Nov 25

Benchmark Capital appoints head of wealth management

Karan Sejpal brings over 20 years of experience within the wealth management industry

Companies | 29 Oct 25

New Portugal-based advice firm launches to serve growing expat market

The firm is founded by Steve Thompson, a UK-qualified adviser

UBS incorrectly classified certain joint accounts as PI accounts when they should have been classified as non-professional investors’ accounts

Companies | 28 Oct 25

UBS hires raft of new advisers across US

It includes three new hires in Arizona, South Carolina and Tennessee, plus a new team of five in Michigan

Two businessmen successfully signed a contract

Companies | 24 Oct 25

AFH buys £750m Hertfordshire-based advice firm

The deal marks AFH’s 139th acquisition over the past two decades