SJP partner acquires Cambridgeshire-based wealth manager
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
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Rathbones and Investec Wealth’s UK arm merge in £839m deal
Will become ‘UK’s largest discretionary wealth manager’ with £100bn FUMA
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Ex-Quilter boss Paul Feeney named Skerritts CEO
He takes charge as the company bids to become one of the ‘leading wealth management businesses’ in the country
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Momentum buys Sutton-based investment manager
AUM to jump 50% after acquisition of Crown Agents Investment Management
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Swiss prosecutors probe Credit Suisse takeover by UBS
Investigation on whether UBS rescue deal breached criminal law
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Atomos names new chair
Jon Taylor takes over from Alison Endemano
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The Investment Company tries to avoid wind-up with Chelverton appointment
The 155-year-old trust’s investment policy is in line for a considerable shake up
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India Capital Growth profits from financials overweight
Net asset value rose 3.9% in the year to 31 December 2022, beating its benchmark
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Administration-hit IFA and DFM businesses sold
There were four formal offers for Nexus IFA and Nexus Investment Managers
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FSCS backtracks on financial planning firm failure
As liabilities may fall onto another company that is still in business
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Schroders subsidiary buys Northern Ireland-based IFA firm
Deal is the company’s second acquisition in the country
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Vanguard plans second UK office in Manchester
The firm has signed a ten-year lease on a 14,000-square-foot facility