Three experienced advisers have joined forces to launch a new wealth management firm in Hertfordshire.
Read more ...Curtis Banks sees SIPP numbers rise
- Monday, 19 July 2021
- Articles
Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.
Read more ...Australian-owned platform Praemium to sell UK arm
- Wednesday, 14 July 2021
- Articles
The Australian-owned wrap platform Praemium, used by a number of UK Financial Planners, is to sell off its UK and international operations after receiving approaches from potential buyers.
Read more ...Fairstone completes 6th acquisition of 2021
- Wednesday, 07 July 2021
- Articles
Acquisitive financial adviser group Fairstone has completed its sixth acquisition of 2021 with the purchase of West Yorkshire-based, family-run firm Utopia Financial Planning.
Read more ...Quilter Financial Planning chair joins main board
- Wednesday, 30 June 2021
- Articles
Quilter Financial Planning chair Chris Samuel has been appointed a non-executive director of the main company’s board with effect from 1 July.
Read more ...NS&I confirms launch of green savings bond
- Friday, 25 June 2021
- Articles
NS&I, the government-owned savings business, is to launch a green savings bond for retail investors in the near future, it confirmed this week.
Read more ...Rathbones buys Planner Saunderson House for £150m
- Wednesday, 23 June 2021
- Articles
Investment firm and wealth manager Rathbone Brothers has acquired Financial Planner Saunderson House for £150m.
Read more ...intelliflo expands Down Under with senior hires
- Wednesday, 23 June 2021
- Articles
Adviser fintech firm intelliflo has made two senior appointments in Australia as it gears up to expand Down Under.
Read more ...3 AFH directors exit as £232m sale completed
- Friday, 18 June 2021
- Articles
Three directors of Financial Planning and wealth management group AFH have resigned today as the £232m sale of the business went through.
Read more ...Old Mutual Wealth platform rebrands as Quilter
- Monday, 14 June 2021
- Articles
Wealth manager Quilter has completed the rebrand of its UK investment platform to the Quilter name.
Read more ...