Latest news
Latest news | 1 Jul 25
Brooks Macdonald announces new brand for financial planning business
Brookes Financial brings together some recent Brookes MacDonald acquisitions under new brand
Latest news | 1 Jul 25
Evelyn Partners sells Fund Solutions business to Thesis
Evelyn Partners Group has completed the sale of its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (EPFL), to Thesis Holdings Limited (Thesis). The deal follows the sale of its professional services business which completed on 31 March. The company said in a statement that today’s sale of EPFL now “strategically refocuses” Evelyn […]
Citi Wealth partners with Allfunds to boost fund service
Citi Wealth clients will have access to the third-party investment offerings via Allfunds’ platform
Team announce interim results and plans for UCITS launch
UCITS launch set as firm says it has now received final approvals from the CBI and JFSC.
Latest news | 30 Jun 25
Brite Advisors auditor admits failings and surrenders licence – ASIC
The Australian watchdog said that it’s action arose from ASIC’s ongoing investigation into Brite Advisors Pty Ltd.