Industry
Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
Investment | 31 Jan 24
Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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