Meet the Advice CIO: Charlotte Watson, Attivo Investments

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In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.

11 Aug 2025 English United Kingdom Business · Investing

How to support vulnerable clients and spot concerning signs

Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.

9 Oct 10 min

Moneybox to launch new AI-led advice proposition

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Compliance risks, US PE and movements in the M&A market

Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.

4 Sep 20 min

Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.

21 Aug 35 min

AML checks, choppy valuations and SJP exits

NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.

17 Jul 21 min