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December 11, 2023
Good morning and welcome to your Morning Briefing for Monday 11 December 2023. To get this in your inbox every morning click here. ‘Lack of interest’ for ESG A lack of interest from clients around environmental, social, and corporate governance (ESG) issues is having a knock-on effect for advisers, a new report has
September 22, 2023
Catch up on Money Marketing's most popular stories this week. Quilter creates M&A director role to lead acquisitions push and Neil MacGillivray calls time on Nucleus career. Read more below: Quilter creates M&A director role to lead acquisitions push Quilter has appointed Willem van Rooy, former commercial
September 14, 2023
Benchmark Capital has appointed Gillian Hepburn to the newly created role of commercial director. Hepburn joins the senior executive team from parent company Schroders Group where she is currently head of UK Intermediary Solutions.
September 13, 2023
Benchmark, a leading provider of financial planning solutions and part of the Schroders Group, today announces it has strengthened its Executive Leadership Team with the appointment of Gillian...
August 17, 2023
Advice firms with ‘deep pockets’ can expect to deliver good outcomes for their clients, according to Benchmark.
August 17, 2023
Financial advisers are struggling to communicate with a generation that demands “instant gratification”, Benchmark managing director Tim Sargisson has said.
August 16, 2023
Benchmark has been on a path of innovation and growth that “sets it apart” from traditional financial planning firms, according to newly appointed managing director Tim Sargisson.
July 20, 2023
Schroders Group subsidiary Benchmark Capital has reached agreement to acquire Swindon-based Unique Financial Planning
July 3, 2023
Well, we are halfway through the year and things are starting to slow down for summer at Professional Adviser, on the events side at least!
June 26, 2023
Benchmark has announced the appointment of Tim Sargisson to be managing director of its financial planning arm subject to FCA approval.