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
Investment | 10 Jul 24
Brooks Macdonald names Andrew Rockey as head of investment solutions
The unit supports 29 partner firms and more than £1.4bn in assets under management
Fiera Capital launches US small to mid cap strategy for European investors
The portfolio typically holds 60 to 90 names and consists of companies between $150mn and $10bn
Latest news | 3 Jul 24
PIMFA pushes FOS on CMCs
PIMFA suggests that FOS should review its approach and seek to levy a higher charge, which would result in firms and CMCs sharing the burden of case fees
Three European watchdogs call for ‘clear’ financial product categories in SFDR review
The ESAs call for a ‘coherent’ sustainable finance framework