United Kingdom
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330
Regulation | 12 Jul 24
Isle of Man FSA flags future inspections and other activities in new calendar
The aim is to assist firms with their forward planning, particularly in relation to compliance matters
Swedish wealth manager Söderberg & Partners invests in trio of IFA firms
Most recently, in April, Söderberg & Partners made investments in four IFA firms
Platform One opens additional UK office with new hires
The new space can fit around 40 to 50 employees
Financial planning | 11 Jul 24
Skerritts boosts AUM by £540m with Black Swan Financial Planning acquisition
This brings the number of deals to 10 since private equity firm Sovereign Capital invested £55m in 2021