UK News
Financial planning | 4 Dec 24
Third Financial launches customisable mobile app
Nucleus acquired Third Financial earlier this year
People Moves | 4 Dec 24
Evelyn Partners appoints Matthew Spencer as head of intermediaries
He was previously head of business development & marketing at Close Brothers Asset Management
People Moves | 3 Dec 24
Nordic Capital supported Ascot Lloyd hires non-executive director
A lawyer by background, Mary O’Connor’s most recent leadership role was at Howden Broking Group
Chartered Body Alliance adds CFA UK as new member
The Alliance’s founding members include the CISI, CII and the Chartered Banker Institute
Swedish wealth manager Söderberg & Partners takes stakes in trio of IFA firms
It has stakes in over 20 UK adviser businesses to date