Business & Development
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MillTech launches cash management solution in collaboration with BlackRock
Firm also launches AI-based risk advisory and calculation services to enhance decision-making. FX hedging specialist, MillTech, has launched a new cash management…
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Schroders publishes first Group Nature Report
Schroders announces the publication of its first Group Nature Report, underscoring the firm’s commitment to actively navigating nature risks and meeting clients’…
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Principality BDM team continues to strengthen
Principality Intermediaries has continued to make changes to its business development team to strengthen the support available to mortgage brokers in Wales…
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Dynamic Planner relaunches Content Hub
Dynamic Planner, the UK’s leading digital advice platform, has relaunched Content Hub, which is free to use and available on its website. Financial…
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Beringea promotes Harry Thomas to Partner
Beringea, the transatlantic venture capital firm, has announced the promotion of Harry Thomas to Partner. Harry will retain his core focus on…
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PortfolioMetrix hires Rob Starkey as Portfolio Manager
Starkey has arrived from Schroders Investment Solutions where he was a Portfolio Manager. He has more than 15 years’ experience in wealth…
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JM Finn posts second successive record year of profits in 2024
Wealth Manager, JM Finn, has released its annual report and accounts for 2024 revealing a second successive increase in profits. According to…
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Rathbones Asset Management appoints specialist to multi-asset team
Rathbones Asset Management Limited (RAM), has appointed Thomas Whitfield as the investment specialist for the Rathbone Multi-Asset Portfolio fund range. He will…
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Rockwood Strategic appoints Richard Pease to Investment Advisory Group
Rockwood Asset Management (a trading name of Harwood Private Capital LLP) announces that the renowned investor Richard Pease is joining Rockwood Strategic’s…
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CFA Institute launches new practical skills modules for Level III CFA® program candidates
CFA Institute, the global association of investment professionals, has announced the launch of three brand-new Practical Skills Modules (PSMs) tailored one for…
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