Distribution and investment management functions merge
Driven by resurgence in deals worth more than £1bn
To form DJH Perspective Wealth Management
Uncertainty over the global economy and UK inflation rate
‘2025 has really been the year the FCA stepped up’
Available on Aberdeen, Hubwise, Nucleus and Wealthtime
James Freshney and Jack Silk set up Sherpa Family Wealth in November last year
Sets out ‘extensive but appropriate’ use of AI