Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.
Read more ...Takeover target Nucleus reports assets up 8.1%
- Friday, 08 January 2021
- Articles
AIM-listed adviser platform Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.
Read more ...FNZ to challenge CMA sell off order
- Friday, 08 January 2021
- Articles
Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.
Read more ...US wealth adviser buys Cheshire Financial Planner
- Wednesday, 06 January 2021
- Articles
Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.
Read more ...Redmayne Bentley annual profits up 27%
- Thursday, 31 December 2020
- Articles
Investment management and SIPP provider Redmayne Bentley has reported a 27% increase in profits for its latest financial year thanks to a strong final quarter.
Read more ...Kingswood to raise £20m for 2021 growth plans
- Thursday, 31 December 2020
- Articles
Wealth manager and Financial Planner Kingswood is to raise a further £20m to fund its acquisition war-chest.
Read more ...WH Ireland completes £7.8m Chartered Planner takeover
- Wednesday, 23 December 2020
- Articles
Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.
Read more ...SJP’s chief global strategist to step down
- Monday, 21 December 2020
- Articles
Chris Ralph, former chief investment officer at wealth manager St James’s Place, is to step down at the end of this year after 11 years with the company.
Read more ...Transact to cut charges in April as profits rise
- Thursday, 17 December 2020
- Articles
Transact is to cut some of its charges in April with annual commission charges and buy commission charges both reduced.
Read more ...Fairstone acquires South Wales Financial Planner
- Wednesday, 16 December 2020
- Articles
Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.
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