United Kingdom
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
People Moves | 7 Oct 24
Former Intrinsic founder and Allied Dunbar chair Sandy Leitch passes away
He was a ‘true pioneer’ in financial services
Retirement | 7 Oct 24
UK pension tax relief to remain untouched in forthcoming Budget, says report
But there is still speculation that Reeves may either reduce the tax-free cash limit or making pensions subject to inheritance tax
Cazenove Capital acquires wealth manager Whitley Asset Management
Whitely AM manages assets of circa £1.5bn on behalf of ultra-high-net worth entrepreneurs and charity clients
GSB partners with London-based women networking club Mumble Forum
The partnership will aim to empower female entrepreneurs and business leaders