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Affinia expands Midlands presence with Towcester acquisition

Affinia expands Midlands presence with Towcester acquisition

The Uncommon Practice appoints director to lead regional growth

The Uncommon Practice appoints director to lead regional growth

Talent shortages force accountancy firms to turn away clients

Talent shortages force accountancy firms to turn away clients

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Sanlam

This coverage examines Sanlam’s activities and impact within the UK financial and professional services landscape, focusing on how its wealth management, investment, and advisory services intersect with the priorities of CFOs, finance directors, and accountants in practice. We report on corporate developments, strategic partnerships, leadership appointments, and regulatory updates involving Sanlam, while also analysing how its investment strategies, client offerings, and market outlooks influence decision-making in accountancy firms and finance departments.

Sanlam

This coverage examines Sanlam’s activities and impact within the UK financial and professional services landscape, focusing on how its wealth management, investment, and advisory services intersect with the priorities of CFOs, finance directors, and accountants in practice. We report on corporate developments, strategic partnerships, leadership appointments, and regulatory updates involving Sanlam, while also analysing how its investment strategies, client offerings, and market outlooks influence decision-making in accountancy firms and finance departments.

GSB hires new chief operating officer

Global wealth management group GSB has hired Hugh Johnson as chief operating officer in its…

Evelyn Partners MPS increases allocation to cash and government bonds

The Evelyn Partners Active Managed Portfolio Service (MPS) team has increased its allocation…

Evelyn Partners Core MPS team increases exposure to European equities

In its latest re-balance of portfolios, the Evelyn Partners Core Managed Portfolio Service…

Smith and Williamson reduces global index-linked bonds

The Smith and Williamson managed portfolio service team has reduced its exposure to global…

Smith & Williamson reduces Europe and Asia equity exposure for new year

Smith and Williamson Investment Management’s Managed Portfolio Service has announced it has…

Investment firm snaps up Smith & Williamson funds

Sanlam Investments, a private wealth management and investment company, has finalised the…
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