Martin Gilbert’s AssetCo is to acquire Revera Asset Management for £2.8m.
Former Financial Ombudsman CEO Natalie Ceeney has joined the board of LV= as a non-executive director.
The pandemic has resulted in a boom in younger clients signing up for Financial Planning services, according to Plymouth-based national Financial Planner Continuum.
Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.
Fund manager Jupiter has reported a return to better financial health after the pandemic with pre-tax profits up 21% to £217m.
Fund manager and wealth manager M&G has appointed mergers and acquisitions legal expert and Treasury board member Edward Braham as its new chair on an annual fee of £525,000.
Chartered Financial Planner Tom Barnett has been promoted to be managing director of two wealth management and Financial Planning firms with £1bn under management and advice.
Sky News is reporting that wealth manager and Financial Planner Brooks Macdonald is plotting a £300m bid for fund manager 7IM.
St James's Place today reported annual IFRS pre-tax profits up by 8% to £353.8m in 2021 as business continued to grow despite pandemic lockdowns.
The ideal retirement income is £22,500 per annum, according to new consumer research.