02/18/2019

Falcon to discontinue UK operations

Falcon will continue to provide custodian services to its UK clients, whose wealth management needs will be served by Dolfin upon completion of the transaction.

02/15/2019

French boutique expands to Switzerland

The branch is led by Olivier Machet and offers investment products in convertibles, high yield corporates, short-term credit, dividends futures, credit allocation, optional overlay and long/short multi-strategies.

02/14/2019

Progeny buys 2 more Financial Planning firms

The latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice, now well over £1bn.