Quilter Cheviot to offer greenwashing training for advisers
It will be the first in a series of sessions from the firm’s responsible investment team
Author: Robbie Lawther
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UBS completes acquisition of Credit Suisse
Deal offers clients ‘enhanced global offering, broader geographic reach’
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Rothschild creates private markets operation for wealth unit
It aims to roll out offering across its key regions
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Regulator issues warning to three DFM senior managers
FCA says they were allegedly involved in a ‘coordinated arrangement’ which led to ‘customers suffering financially’
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Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
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Titan Wealth acquires Ravenscroft’s UK investment management arm
Deal takes acquirer’s AUM to £9.4bn
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Corbel Partners acquires Midlands-based Wealth Design
As it receives funding from bank to finance its growth plans
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Cazenove Capital sets up operation in Bristol
This follows office openings in Birmingham and Manchester
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Liquidation-hit wealth manager under investigation
UK lifeboat scheme is now accepting claims against the company
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Aviva-owned Succession Wealth snaps up IFA business
Spence & Spence is the firm’s 62nd acquisition since 2014
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UBS revamps management team ahead of Credit Suisse merger
As the wealth manager sets out its post-deal operation model
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Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation