Articles
Verso Wealth Management acquires Chartered firm
Written by Kat MitchellDigital wealth manager Verso Wealth Management has acquired Chartered Financial Planning firm Pavis Financial Management.
Wealth manager St James’s Place has reported quarterly gross inflows up 27% year on year, boosting total assets under management to £153.99bn.
Fairstone adds £250m AUA in double Planner acquisition
Written by Kat MitchellAcquisitive Chartered Financial Planning firm Fairstone has acquired East2west Financial Services and Brantwood Financial Planning.
The managing director of partnership at wealth manager St James’s Place, Ian Gascoigne, is to retire from the board and as a director on 31 March.
Net inflows rise 136% for rebranded Quilter platform
Written by Kat MitchellNet inflows rose 136% to £3.5bn for the rebranded Quilter Investment Platform in 2021.
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Cost of living rise driving increase in equity release
Written by Kat MitchellTotal lending to homeowners over 55 via equity release grew by 24% year-on-year in 2021, according to the Equity Release Council.
A North-East Wales credit union has been declared in default by the Financial Services Compensation Scheme (FSCS).
Brewin Dolphin Financial Planning income grows 25%
Written by Kat MitchellWealth manager Brewin Dolphin saw its Financial Planning income rise 25.3% to £11.9m in the first quarter of its financial year ending 31 December.
Kingswood acquires Yorkshire Planning firm in £1.5m deal
Written by Kat MitchellAcquisitive Financial Planning and wealth management firm Kingswood has acquired South-Yorkshire-based D.J.Cooke (Life & Pensions) in a deal totalling £1.5m.