French Duncan, the Scottish progressive accountancy practice, has rebranded its wealth management arm from French Duncan Financial Services Ltd to French Duncan Wealth Management. Read more ...
Aberdeen follows up Parmenion buy with investment firm takeover
- Tuesday, 15 September 2015
- Articles
Aberdeen has quickly followed up its acquisition of Parmenion by announcing it is to take 100% ownership of a specialist investment manager.
Read more ...Aspiring Financial Planners lured by academy
- Wednesday, 05 August 2015
- Articles
An academy that trains people who want to start their own Financial Planning practice but who have no experience in the sector is hoping to lure aspiring planners. Read more ...
FSCS bill nearly triples to £20m for wealth management firm
- Wednesday, 29 July 2015
- Articles
Wealth management firm St James’s Place has incurred an FSCS levy of £20m – nearly triple that of last year. Read more ...
Bellpenny completes biggest takeover deal this year
- Monday, 06 July 2015
- Articles
Bellpenny has announced another takeover deal this morning, with the acquisition of London-based IFA Cranfield Financial Services. Read more ...
Wealth management firm set for £7m Mattioli Woods takeover
- Friday, 19 June 2015
- Articles
A Buckingham based wealth management firm is set to be taken over by Mattioli Woods in a deal worth £7m. Read more ...
Two Paraplanners hired by wealth management firm
- Wednesday, 17 June 2015
- Articles
Two Paraplanners have been added to the team of a wealth management firm.
Read more ...Architas appoints co-manager for Multi-Asset Active range
- Wednesday, 13 May 2015
- Articles
Architas has hired a new senior investment manager to co-manage the £770m Architas Multi-Asset Active range. Read more ...
'Long term care more important than inheritance for clients'
- Tuesday, 28 April 2015
- Articles
Consumers consider long term care as more important than providing an inheritance, a survey on wealth management found. Read more ...
Wealth manager Towry's pre-tax profits fall but revenues rise
- Monday, 20 April 2015
- Articles
Wealth manager Towry's pre-tax profits fell last year from nearly £10m to just over £4m.
Read more ...