Companies
Verso Investment Management launches private client service led by James Robertson
Robertson has over 30 years of experience in private client portfolio management, joining from Brown Shipley
DeVere New Zealand ‘censured over conduct’ while advising clients on UK pension transfers
The FMA acknowledged deVere’s cooperation to date, its desire to meet in full all its obligations, and its efforts to remedy the breaches
UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
FIM Partners gains license upgrade in next phase of its expansion in Saudi Arabia
The specialist asset manager will take up new offices in the prestigious King Abdullah Financial District
Brooks Macdonald names date to ‘report outcome’ of international business strategic review
Overall FUM for the group was up 7.0% over FY24 to £18bn