Companies
Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
Quilter adds Juniper Financial Planning to network
Ayrshire-based Juniper formed by trio of financial planners
Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
Morningstar Wealth appoints Chris Bishun as head of wealth solutions
He brings 20 years of experience to the role