Insights
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Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice
Amundi, Europe’s leading asset manager, has published a survey assessing how digitally engaged retail investors are: from holding investments on digital platforms…
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Scottish Friendly announces another year of strong performance, with over £50m sales
Scottish Friendly, the Glasgow-based mutual, proudly announces overall sales of £50.6m APE[2], marking the second-highest sales in its 163-year history. This achievement…
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook Partners, the real estate…
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Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar (pictured) says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game…
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What to be aware of when contesting a will
Financial advisors should be mindful of the growing risk to financial planning strategies involving wills. There has been a remarkable rise in…
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M&A: FE fundinfo acquires Lunar AI – 4th acquisition in 12 months
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the acquisition…
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My Pension Expert secures £25 million refinancing loan from OakNorth
My Pension Expert has today announced a £25 million refinancing deal with digital lender, OakNorth. The deal has allowed the business to…
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TrinityBridge Appoints Andrew Knight as Client Relationship Director for Scotland
TrinityBridge, a leading wealth management firm with offices in Glasgow and Edinburgh, is pleased to announce the appointment of Andrew Knight as…
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Nationwide announces new partnership with The Royal Marsden Cancer Charity as it funds clinical trials and research staff
Nationwide Building Society has today announced a new partnership with The Royal Marsden Cancer Charity, as part of its social impact programme…
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FSCS non-executive director steps down from the Board after four-year term
FSCS today announces that Cathryn Riley, Non-Executive Director, will step down from the Board with effect from 30 April 2025, after more…
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