Advisory

Partner Insight: Advisers - want to feel closer to your clients?

Partner Insight

Partner Insight: Advisers - want to feel closer to your clients?

Advising on philanthropy can help to build relationships

clock 08 February 2024 • 1 min read
Partner Insight: How philanthropy advice could head off a client crisis

Partner Insight

Partner Insight: How philanthropy advice could head off a client crisis

Younger clients are more likely to want advice on charitable giving

clock 06 February 2024 • 1 min read
Transact co-founder and former CEO Ian Taylor dies aged 58

Advisory

Transact co-founder and former CEO Ian Taylor dies aged 58

Died after a short illness

clock 19 October 2022 • 1 min read
Oxford Risk: Wealth managers failing on ESG issues

ESG

Oxford Risk: Wealth managers failing on ESG issues

Leads to underinvesting

clock 23 August 2022 • 2 min read
Tavistock revenues jump 14% amid year of acquisitions

Europe

Tavistock revenues jump 14% amid year of acquisitions

Bought LEBC research firm

clock 27 June 2022 • 1 min read
Brooks Macdonald set to acquire Integrity Wealth Solutions

Companies

Brooks Macdonald set to acquire Integrity Wealth Solutions

Funds under management of £250m

clock 23 May 2022 • 2 min read
Rich List: UK wealth sector bosses fall down the rankings as their fortunes decline

Wealth Management

Rich List: UK wealth sector bosses fall down the rankings as their fortunes decline

Sunak joins the list for the first time

clock 20 May 2022 • 2 min read
The end of an era: from globalisation to autarky

Global

The end of an era: from globalisation to autarky

Weeks when decades happen

clock 13 April 2022 • 3 min read
The Big Interview: TJ&P's Tim Whiting on becoming the 'One Ham Yard' of London IFAs

Advisory

The Big Interview: TJ&P's Tim Whiting on becoming the 'One Ham Yard' of London IFAs

Company launched in 1995

clock 06 April 2022 • 5 min read
Kingswood acquires South Yorkshire IFA in £1.5m deal

Advisory

Kingswood acquires South Yorkshire IFA in £1.5m deal

UK assets hit £6.3bn

clock 26 January 2022 • 1 min read
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