January 8, 2026

Wealth Management

Wealth Management

Lismor Capital acknowledged among fastest-growing wealth management firms of 2025

Lismor Capital has been recognised within the financial services industry as one of the fastest-growing wealth management firms of 2025, following a year marked by strong client inflows, strategic expansion and consistent investment performance across key markets. The recognition forms part of a wider industry awards programme highlighting firms that have demonstrated exceptional growth, innovation and

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Wealth Management

OpenAI Announces ChatGPT Health – Business Insider

2026-01-07T22:59:45.866Z Share Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads lighning bolt icon An icon in the shape of a lightning bolt. Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. OpenAI launched ChatGPT Health

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Wealth Management

WP Award nominations are open for 2026

The 2026 Wealth Professional Awards are supported by a strong roster of sponsors who help make this national celebration possible and who share a commitment to advancing professional standards across advice and asset management.   This year’s partners include Cambridge Investment Research as Social Media Sponsor, Destiny Family Office as Associate Sponsor, and Nasdaq Inc., Park Avenue

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Wealth Management

Verso buys Midlands-based firm Everlong Wealth

Verso Group, a consolidator in the UK wealth management market, has bought Midlands-based chartered financial planning firm Everlong Wealth Limited. This acquisition adds scale to Verso’s adviser network and strengthens its presence across the East Midlands. Everlong managing director, Paul Hamilton, and his team will join Verso and work alongside the executive team, while chair,

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Wealth Management

‘Very exciting’ joint venture agreed by Yorkshire firm to offer wealth management services

Published 7th Jan 2026, 09:53 GMT DJH, which has offices in Huddersfield, Leeds and Sheffield, has partnered with Perspective Financial Group to create DJH Perspective Wealth Management. The move will immediately give the firm’s clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning – all working alongside its existing team

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Wealth Management

Wealth management firm strengthens Midlands presence through acquisition

X Register for free to receive latest news stories direct to your inbox Register Wealth management specialist Verso Group has acquired Everlong Wealth, a chartered financial planning firm with offices in Derby, Ashbourne, Birmingham, and Nottingham. Founded in 2003, Everlong manages more than £350m in client assets and provides wealth management and financial advisory services

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Wealth Management

From Optional to Essential: Why Insurance Is Reasserting Its Place in European Wealth Planning – Insights from David Moser

Across Europe’s private banking and wealth management sector, life insurance is being reassessed. Previously seen as an ancillary product, it is now increasingly regarded as a key planning tool that supports investment efficiency, risk management, succession, and cross-border continuity. At the HNW Insurance Summit – Zurich 2025, David Moser, Chief Sales Officer and Executive

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Wealth Management

DJH forms wealth management joint venture with Perspective Financial Group as it targets £100m revenues

Ian Wilkinson (Perspective Financial Group) and Scott Heath (DJH) image credit: DJH DJH, a private equity-backed accountancy and professional services group, has formed a new joint venture to boost its wealth management offer and support its target of £100m revenues by 2028.  The firm, which has 16 offices across England and Ireland, has partnered with Perspective

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Wealth Management

Cumbrian expert joins Personal Finance Society board

Roger Jackson, director of financial planning at Kendal and Cockermouth-based Financial Management Bureau (FMB), has joined the board of the Personal Finance Society (PFS). The PFS is the UK’s largest professional body for financial planners and personal finance professionals. Mr Jackson said: “I am delighted to have joined the PFS Board and am looking forward

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Wealth Management

DJH partners with Perspective to offer wealth management

Accountancy and professional services group DJH has signed a joint venture with Perspective Financial Group to offer a wealth management service. DJH, which has 16 offices across England and Ireland, has partnered with Perspective to create DJH Perspective Wealth Management which forms part of its strategy to achieve £100mn revenues by 2028. This development will

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