Companies

Joins from Vanguard

Available for advisers on the Quilter platform

Snaps up Gem & Co

Claims will be moving to processing teams for assessment

Distribution and investment management functions merge

Driven by resurgence in deals worth more than £1bn

James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

Sets out ‘extensive but appropriate’ use of AI

Co-founder Andrea MacDonald will be joining Saturn

Snaps up Stonewood Financial Planning