Coutts launches in Scotland with three offices
NatWest-owned wealth manager and private bank Coutts has revealed it will be launching in Scotland.
Source: professionaladviser.com
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Clifton Asset Management acquires Leonard Gold Financial Management
Clifton Asset Management has completed the acquisition of Leonard Gold Financial Management in the first of several deals it hoped to close by the end of the year.
Source: professionaladviser.com
Chris Budd: What are your clients' objectives?
In his latest financial wellbeing column for Professional Adviser, Chris Budd questions whether the client objectives that most advisers record really are objectives…
Source: professionaladviser.com
Quilter adds further £7m to Lighthouse DB transfer compensation fund
Quilter has revealed its review of Lighthouse defined benefit (DB) transfer advice has now moved beyond advice given to steelworkers and has set aside an extra £7m to cover the compensation costs for unsuitable advice given to clients of the firm.
Source: professionaladviser.com
Total 141 restricted advisers leave Quilter in 2021
A total 141 restricted advisers who worked for Quilter Financial Planning have left the business in 2021, as Quilter shifted its focus towards adviser productivity.
Source: professionaladviser.com