The financial management arm of Scottish law firm Gilson Gray has acquired boutique wealth manager and fellow St James’s Place network firm Wilson Financial.
Read more ...Perspective expands into NI as it makes 4 acquisitions
- Wednesday, 10 May 2023
- Articles
Fast growing wealth manager and Financial Planner Perspective Group has expanded into Northern Ireland as it acquires four more financial advice firms, adding £240m in Assets Under Management.
Read more ...Fairstone acquires 12-adviser Essex IFA
- Wednesday, 10 May 2023
- Articles
Expanding Financial Planner and wealth manager Fairstone has acquired £450m FUM Essex-based IFA Sacre Associates.
Read more ...Rate rise could boost annuity incomes
- Tuesday, 09 May 2023
- Articles
An interest rate increase tomorrow (Thurs) could boost annuity incomes further, despite rates already being 19% higher than this time last year.
Read more ...Copia launches risk-rated decumulation portfolios
- Tuesday, 09 May 2023
- Articles
Copia Capital Management has launched five risk-rated portfolios to address decumulation risks and help advisers meet the new Consumer Duty rule to, “avoid causing foreseeable harm.”
Read more ...Succession buys £170m AUM Edinburgh firm
- Tuesday, 09 May 2023
- Articles
Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m - has acquired £170m AUA Edinburgh-based IFA Spence & Spence for an undisclosed sum.
Read more ...‘Seismic shift’ predicted in dividend pay-outs
- Tuesday, 09 May 2023
- Articles
Investment markets are moving into a new “golden age” of strong dividend returns, according to a global equities investment manager.
Read more ...ISA investors shift back to equity funds
- Tuesday, 09 May 2023
- Articles
The most-bought funds and investment trusts in April included global equities, commodities and renewables - tentatively suggesting investor confidence is starting to return.
Read more ...NextWealth's Hopkins joins Nucleus advisory board
- Tuesday, 09 May 2023
- Articles
Adviser platform Nucleus has expanded its advisory board by appointing appointed NextWealth founder Heather Hopkins as chair.
Read more ...Quilter Cheviot hires responsible investment analyst
- Tuesday, 09 May 2023
- Articles
Wealth manager Quilter Cheviot has hired Margaret Schmitt as responsible investment analyst from infrastructure consulting firm AECOM.
Read more ...