Succession Wealth adds £175m assets with acquisition of OAP
It is the firm’s 60th M&A deal since 2014
It is the firm’s 60th M&A deal since 2014
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Key events for UK wealth managers for the week starting 31 January
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Tillit opened its doors to the public last November
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‘Gender diversity in fund management will achieve not just better outcomes for women, but also for investors and the industry at large’
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Chrysalis board to review fee structure after huge pay-out
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FUM rose 20% despite redemptions from Rowan Dartington and Asia business
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Deal expands fund group’s capabilities in sustainable investments for emerging markets
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A ‘force of nature’, the ex-Brooks Macdonald business development director ‘believed in wearing out shoe leather’
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Priority now is to complete final rollout of new custody and settlement system
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But revamped platform and DFM business deliver strong performances
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As the digital wealth manager secures £44m to fund its growth plans
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‘Following completion of the Solutions sale, there will be a need to right size the RMG business for a significant reduction in scale’
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