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Atomos agrees acquisition of MWA Financial


By Jack Gray

Wealth management business Atomos has agreed to acquire financial planning firm MWA Financial for an undisclosed amount


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Advisers want CGT reporting in platform tax packs

Advisers want platforms to include capital gains tax (CGT) reporting in their tax packs, in the same way they do for income received from dividend and interest distributions, analysis from Financial Software Ltd (FSL) has found

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Raymond James to launch wealth management offering in north west England

Raymond James Wealth Management has announced plans to launch Raymond James, Chester to provide investment management and financial planning services to clients in the north west of England

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Fintegrate and EV extend risk profiling partnership

Adviser technology firm Fintegrate and wealthtech provider EV have extended their partnership that integrates EV’s risk profiling technology into the Fintegrate platform

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People moves: St. James’s Place, HSBC Private Bank, and Rimbal

The latest appointments in the wealth management industry

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Shackleton to add £800m in AUMA with AC Wealth acquisition

Shackleton Advisers has agreed to acquire Scotland-based independent financial advice firm Aberdein Considine Wealth Limited, trading as AC Wealth

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Chancellor encouraged to commit to pension tax stability ahead of Budget

UK Chancellor, John Healey, has been urged to commit to protecting pension tax-free cash and tax relief ahead of the October Budget, amid concerns that continued uncertainty could trigger another wave of potentially damaging withdrawals from retirement savings

Quilter’s WealthSelect shifts towards value-oriented equities

Quilter’s managed portfolio service (MPS) WealthSelect has implemented a “modest but deliberate” shift towards value-oriented equities in its latest quarterly rebalance

Adviser platform Marloo adopts Morningstar investment research and data

Marloo, an artificial intelligence (AI) platform designed for financial advisers, has reached an agreement with Morningstar to integrate the provider’s research and data into its client offering
Affluent women lack confidence in retirement income plans

Affluent women approaching retirement are twice as likely as their male counterparts to be unsure of how to turn their pensions and investments into a regular retirement income, research from Rathbones has found

Six in 10 millionaires have considered leaving the UK over tax

Over six in 10 (61 per cent) millionaire investors have considered leaving the UK over concerns about tax, according to a study from Wealth Club

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