UK Adviser
People Moves | 10 Jan 25
Kingswood names Peter Coleman as permanent CEO
He will also join the board of Kingswood as a director
Investment | 9 Jan 25
Attivo Investments adopts SEI’s MPS solution
Portfolio models available for Attivo’s clients include low cost and core
Foster Denovo adds £87m AUA with acquisition of Verum Wealth
It marks the firm’s seventh acquisition in just over a year
Tax & Regulation | 7 Jan 25
UK Treasury Committee launches Lifetime ISA review
Lifetime ISAs offer an upfront bonus and tax-free access for a first property purchase
People Moves | 7 Jan 25
RSM UK appoints new private client tax partner
She is based in RSM’s Edinburgh office and supports clients throughout the UK