Business & Development
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Close Brothers Premium Finance announces extension of Cobra Network partnership
Close Brothers Premium Finance (CBPF), the expert premium finance provider, has announced a new three-year exclusive partner contract with the PIB Group-owned…
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Nucleus launches CPD learning zone for advisers
Nucleus, the largest independent adviser platform group in the UK with over £100bn of assets under administration, today announces the launch of a new…
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MPA Financial Management announced trio of appointments
West Midlands-based wealth management and financial advice firm, MPA Financial Management, has strengthened its team with three new appointments. Fiona Thom joins as…
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How AI is making financial advice smarter and scalable | Stu Breyer, mallowstreet
In his latest blog for Wealth DFM, Stu Breyer, CEO of mallowstreet, the B-Corp insights network behind SOFI, a proprietary AI tool…
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Rebalance Earth Partners with Oyster Heaven to Scale Coastal Restoration
Rebalance Earth, the UK-based asset manager pioneering investment in Nature as infrastructure, has established a strategic partnership with Oyster Heaven, a leading…
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Morgan Stanley Investment Management launches Global Stars SICAV
Morgan Stanley Investment Management (MSIM) has announced the launch of the Morgan Stanley Investment Funds Global Stars Fund. The Luxembourg domiciled Global…
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From confusion to clarity: a practical guide to new Economic Crime reforms for fund managers | Sophie White, Vistra
New sweeping Companies House reforms under the ECCTA are forcing fund managers to pay attention. With fraud cases up 50% among fund…
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iCapital announces strategic investment and launches partnership with Tangible Markets
iCapital have announced a strategic investment in, and partnership with, Tangible Markets, a leading liquidity solutions provider for private market positions held via wealth…
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Simplify Consulting: The art and science to embedding acquisitions effectively
As regulatory pressures increase, operational costs ramp up so to has the need for scale and digital transformation. It is therefore no…
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M&G reports strong half-year results with £2.1bn net inflows and rising profit
M&G has posted a resilient set of half-year results for 2025, underpinned by strong net flows, improved efficiency in Asset Management, and…
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