Kimberley Dondo

2 days ago | moneymarketing.co.uk | Momodou Musa Touray |Kimberley Dondo |Dan Cooper

Wren Sterling has strengthened its presence in Scotland with the acquisition of City Financial, a move that doubles the firm’s reach north of the border and adds over £700m in assets under management. City Financial, which operates from offices in Aberdeen, Ellon and Inverness, serves more than 6,000 clients. The acquisition takes Wren Sterling’s total AUM to £11bn and marks its third deal of 2025, with more transactions expected as part of its active acquisition strategy.

3 days ago | moneymarketing.co.uk | Brian Byrnes |Kimberley Dondo |Amanda Newman Smith

Just over two months ago, we all watched as the US tariff announcement sparked volatility in the global stock market. Across the industry, providers and advisers got a front-row seat to consumers reacting to uncertainty. A timely reminder, after a couple of relatively calm years, that volatility can hit investment markets and, therefore, consumer confidence can be shaken quickly.

1 week ago | mortgagestrategy.co.uk | Caitlin Jordan |Kimberley Dondo

This week’s top stories: Former Metro heads breached rules on £7.4bn mortgage package and Reeves to set out 10-year multi-billion homes and infrastructure plan. Explore these developments and more:Banco Sabadell explores TSB saleBanco Sabadell, owner of TSB, is considering selling the UK lender a decade after its acquisition, having received preliminary interest from potential buyers. This move aims to raise funds amid Sabadell’s ongoing battle against an €11bn takeover attempt by rival BBVA.

1 week ago | moneymarketing.co.uk | Gillian Hepburn |Tom Browne |Kimberley Dondo |Darius McQuaid

Following the implementation of Consumer Duty, the price and value outcome has been identified as the most challenging for advisers. While price should be relatively easy to assess, the value of any product or service is always difficult to define – and advice is no different and perhaps more challenging as it’s an intangible. However, the results of the most recent Schroder adviser survey offer up some useful insights into the value of advice.

1 week ago | moneymarketing.co.uk | Momodou Musa Touray |Kimberley Dondo

Platform technology provider SS&C Hubwise has been chosen to build a new digital-first wealth management platform for Wesleyan Assurance Society. The platform will expand the range of investment and retirement products available to Wesleyan’s specialist financial advisers and their clients, while offering a centralised interface to manage accounts and investments. SS&C will also provide customer service support under the Wesleyan brand.