United Kingdom
Investment | 4 Sep 24
P1 platform adds DFM PortfolioMetrix
PortfolioMetrix will launch 28 portfolios on the P1 Platform
Regulation | 4 Sep 24
SFO seizes 12 luxury watches linked to £76m investment fraud probe
Over four years, the company purchased 23 properties across the UK, offering an annual 10% return
Foster Denovo acquires £200m AUM Scottish advice firm Rosemount AM
Rosemount AM manages over £200m in assets for 571 households throughout Scotland
People Moves | 2 Sep 24
Evelyn Partners hires Rachel Bleakley as associate director of financial planning team
Before joining Evelyn Partners, Bleakley was a wealth planner at Succession Wealth
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients