The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.

Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned. 

Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.

Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm. 

Openwork Partnership, one of the UK’s biggest adviser networks, has recruited Frank Meere from NatWest to be its new chief operating officer.