SJP partner acquires Cambridgeshire-based wealth manager
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
Will become ‘UK’s largest discretionary wealth manager’ with £100bn FUMA
He takes charge as the company bids to become one of the ‘leading wealth management businesses’ in the country
AUM to jump 50% after acquisition of Crown Agents Investment Management
Investigation on whether UBS rescue deal breached criminal law
Jon Taylor takes over from Alison Endemano
The 155-year-old trust’s investment policy is in line for a considerable shake up
Net asset value rose 3.9% in the year to 31 December 2022, beating its benchmark
There were four formal offers for Nexus IFA and Nexus Investment Managers
As liabilities may fall onto another company that is still in business
Deal is the company’s second acquisition in the country
The firm has signed a ten-year lease on a 14,000-square-foot facility