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.
Wealth manager WH Ireland has acquired Henley-on-Thames Chartered Financial Planner Harpsden Wealth Management.
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.
Standard Life Aberdeen is expected to make an announcement on the future of its Parmenion platform, one of three it owns, this week.
Schroders is aiming to raise £100m for a new Social Impact investment trust to be floated on the London Stock Exchange.
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.
Stephen Lansdown, one of the two founders of online investment platform and wealth manager Hargreaves Lansdown, has sold £103m of shares in the business.
Insurer RSA has recommended acceptance of a £7.2bn cash bid for the company from Canadian insurer Intact and Danish insurer Tryg.
Wealth manager and Financial Planner Kingswood has completed the acquisition of Surrey Chartered Financial Planner firm Regency Investment Services.
Financial Planning-led wealth management firm AFH Financial has reported that its client inflows continue to be impacted by the Coronavirus pandemic.
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