Brooks Macdonald splits CIO role to succeed Park
Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role
Best Practice | 31 Jan 24
Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
Investment | 31 Jan 24
Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels