St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
Acquisition takes its assets under management to more than £650m
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‘We want to become the global platform for British people’, CEO tells IA exclusively
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Deal adds over £635m in assets under advice and administration
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Firm wants the profession ‘to appeal to a wide audience’
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Firm hires a former Quilter Cheviot executive director to run the business
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In a bid to ‘support and accelerate the growth of the business’
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Regulator sets out its business plan for 2023-24 financial year
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Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
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As Treasury also unveils a call for evidence on the regulation
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There were four formal offers for Nexus IFA and Nexus Investment Managers
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As liabilities may fall onto another company that is still in business
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Deal is the company’s second acquisition in the country
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