Saba Capital’s intention to requisition general meetings at four of its UK listed trusts marks a “significant shift” in strategy by the group, according to the Association of Investment Companies (AIC)
Corporate and fiduciary administrator, Ocorian, has launched a new partnership with Landytech, a software firm that has developed an investment management platform for asset owners, managers and advisers
Pictet Group has reported a 15% rise in consolidated profit to £586.5m for the year to 31 December
Evelyn Partners’ sustainable managed portfolio service (MPS) team has added three new funds to its portfolios
Financial advice firms are feeling positive about the state of the sector, with 80 per cent reporting an increase in turnover in 2024, The Lang Cat’s latest State of the Advice Nation report has found
AJ Bell has reported a 436% increase in the number of adviser gilt purchases through its Investcentre gilt dealing service
Shackleton has announced the acquisition of Norfolk-based advice firm, Harrold Financial Planning (HFP), for an undisclosed amount
Quilter Financial Planning has added four new appointed representative (AR) firms to its advice network
Wealth and investment management firm 7IM has appointed Elizabeth Chambers as independent non-executive director (NED)
Rathbones appoints Simonetta Rigo as chief client officer
FNZ hires new group CEO as founder steps down from role
Evelyn Partners makes two business development appointments
Quilter Investors hires Alex Daniels as manager research analyst
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