Andy Hart

4 weeks ago | moneymarketing.co.uk | Andy Hart |Kimberley Dondo

Swedish wealth manager Söderberg & Partners has made investments in four more advice firms to expand its presence in the UK market. The investments form part of Söderberg’s long-term strategy to invest in small and growing UK advice businesses. Cheetham Jackson is an independent financial planning firm based in Chorley, with a further eight offices spread across the North of England. It advises on over £775m of client assets and has more than 70 employee owners.

4 weeks ago | moneymarketing.co.uk | Darius McQuaid |Andy Hart |Momodou Musa Touray

M&G has partnered with platform technology provider FNZ, paving the way for greater access to its flagship £64bn PruFund range through many of the UK platforms. FNZ works with over 650 financial institutions and more than 12,000 wealth management firms. The partnership means that the PruFund range will become available later this year on FNZ-powered platforms, supported by FNZ’s Q-Hub technology. This will allow M&G to expand its distribution reach onto third-party platforms for the first time.

1 month ago | moneymarketing.co.uk | Darius McQuaid |Andy Hart

Perspective Financial Group has completed a further nine acquisitions in the year to date, bringing the group’s total to 116 acquisitions. The latest nine transactions add £900m assets under advice, 2,100 households as clients and four new offices in Stockbridge in Hampshire, Uckfield in East Sussex, Grimsby and Waltham (both in Lincolnshire).

1 month ago | moneymarketing.co.uk | Momodou Musa Touray |Lee Coates |Andy Hart |Mariam Pourshoushtari

iPipeline has appointed Rachel Edwards as managing director, UK. Edwards, who joins iPipeline on April 14, will oversee a seven-person leadership team in the UK. She will report directly to CEO Pat O’Donnell. Edwards’ remit includes guiding the UK business strategy and product roadmap to the next stage of growth.

1 month ago | moneymarketing.co.uk | Andy Hart |Darius McQuaid |Kimberley Dondo |Salome Asabre

As financial advisers, we’ve had it relatively easy during the past couple of annual planning meetings (APM). Markets have been kind, with 2023 and 2024 delivering strong equity returns, the only asset class worth bothering with for the long term after inflation and fees. Investment discussions in client meetings were easy – portfolios had grown (a lot), risk strategies had held up, and clients were happy.