Ascot Lloyd hunts for new CEO as Stockton exits
- Thursday, 01 February 2024
- Articles
Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.
Read more...Chartered Planner buys Punter Southall FP arm
- Friday, 26 January 2024
- Articles
Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.
Read more...Söderberg takes 'significant' stake in Chartered Planner
- Friday, 19 January 2024
- Articles
Major Swedish wealth manager Söderberg & Partners has taken a “significant” minority stake in expanding Bath-based Chartered Financial Planner Fidelius as it continues its UK expansion drive.
Read more...Perspective adds £190m AUM with two acquisitions
- Friday, 05 January 2024
- Articles
Fast-growing wealth manager and Financial Planner Perspective Financial Group completed two more acquisitions shortly before the Christmas break, adding £190m AUM to the firm.
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