Chris Ralph, former chief investment officer at wealth manager St James’s Place, is to step down at the end of this year after 11 years with the company.
Read more ...Transact to cut charges in April as profits rise
- Thursday, 17 December 2020
- Articles
Transact is to cut some of its charges in April with annual commission charges and buy commission charges both reduced.
Read more ...Fairstone acquires South Wales Financial Planner
- Wednesday, 16 December 2020
- Articles
Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.
Read more ...esure owner unveils deal to buy LV= for £530m
- Tuesday, 15 December 2020
- Articles
Global private equity firm Bain Capital, the owner of esure and other financial businesses, is to acquire the savings, retirement and protection business of mutual insurer LV= for £530m.
Read more ...Private equity firm snaps up £8bn Novia platform
- Tuesday, 15 December 2020
- Articles
Private equity firm AnaCap Financial Partners has acquired the £8bn Novia adviser platform, its third platform acquisition in 12 months.
Read more ...Updated: 2 firms pull out of Nucleus race
- Friday, 04 December 2020
- Articles
Private equity firm Aquiline Capital Partners and fintech Allfunds have pulled out of the bidding race for adviser platform Nucleus.
Read more ...Tavistock rethinks exec pay boost after concerns
- Friday, 04 December 2020
- Articles
Financial adviser network and wealth manager Tavistock Investments has postponed a general meeting planned to approve a boost to the earnings of senior executives.
Read more ...Kingswood hires CEO from Schroders FP arm
- Wednesday, 02 December 2020
- Articles
Wealth manager and Financial Planner Kingswood has recruited Schroders Personal Wealth’s chief commercial officer David Lawrence to be its new UK chief executive for wealth management.
Read more ...WH Ireland snaps up Chartered Planner for £7.8m
- Monday, 30 November 2020
- Articles
Wealth manager WH Ireland has acquired Henley-on-Thames Chartered Financial Planner Harpsden Wealth Management.
Read more ...Chartered Financial Planner secures bigger HQ
- Monday, 30 November 2020
- Articles
Expanding Chartered Financial Planning firm Equilibrium has shown confidence in the future by taking a 15 year lease on a new HQ office building for its 89 staff.
Read more ...