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 ...Parmenion sale moves closer
- Monday, 30 November 2020
- Articles

Standard Life Aberdeen is expected to make an announcement on the future of its Parmenion platform, one of three it owns, this week.
Read more ...New social impact trust aims to raise £100m
- Monday, 23 November 2020
- Articles

Schroders is aiming to raise £100m for a new Social Impact investment trust to be floated on the London Stock Exchange.
Read more ...Kingswood launches US brand after American deal
- Monday, 23 November 2020
- Articles

Wealth manager and Financial Planner Kingswood has rebranded its US interests as Kingswood US as it takes a private-equity funded, majority stake in a US adviser firm.
Read more ...Hargreaves founder cashes in £103m stake
- Friday, 20 November 2020
- Articles

Stephen Lansdown, one of the two founders of online investment platform and wealth manager Hargreaves Lansdown, has sold £103m of shares in the business.
Read more ...2 insurers buy MoreThan owner in £7.2bn deal
- Wednesday, 18 November 2020
- Articles

Insurer RSA has recommended acceptance of a £7.2bn cash bid for the company from Canadian insurer Intact and Danish insurer Tryg.
Read more ...Kingswood completes £3.45m Planner firm takeover
- Wednesday, 18 November 2020
- Articles

Wealth manager and Financial Planner Kingswood has completed the acquisition of Surrey Chartered Financial Planner firm Regency Investment Services.
Read more ...Inflows at AFH hit by Coronavirus pandemic
- Tuesday, 17 November 2020
- Articles

Financial Planning-led wealth management firm AFH Financial has reported that its client inflows continue to be impacted by the Coronavirus pandemic.
Read more ...Tavistock cuts costs as it readies platform launch
- Tuesday, 10 November 2020
- Articles

Financial adviser network and wealth manager Tavistock Investments is closing a number of offices and axing staff in a £750,000 cost-cutting drive as it prepares to launch its own platform.
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