Industry
Ritholtz Wealth Management partners with Altruist to expand access to advice
Ritholtz has built a tiered service model and Altruist will help it scale up this offering
FCA to reduce DB pension transfer reporting
The reporting will be cut back from half-yearly to annually
Utmost Wealth Solutions registers net inflows as Lombard International beds in
The firm credited flows to “robust results” in the UK and Continental Europe
Investment | 9 Sep 25
SEI names Sharma to lead its international business
Sharma has been with SEI since 2008 and will continue to lead as Global Head of Private Banking in addition to this expanded role
Tideway Wealth adds chartered financial planner amid ‘strategic expansion’
Harry Donoghue joins from independent advice firm The Private Office