Close Brothers acquires Surrey-based IFA with £300m AUM
PMN Financial acquisition allows CBAM access to high net-worth family clients in Surrey and Hampshire
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Fidelity signs pledge to support UK fintech growth
First asset manager to become a signatory
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Freedom Day sends UK market into a tailspin
Jitters remain despite removal of restrictions, including the wearing of masks and social distancing
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Weekly outlook: Netflix and Unilever report; ECB policy decision
The key events for UK wealth manager for the week starting 19 July
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PE firm makes double acquisition to create UK wealth manager
Newly formed business will be ‘actively pursuing an IFA consolidation strategy’
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Brooks Macdonald returns to positive net flows as WH Ireland back in the black
WH Ireland reports £1m pre-tax profit bouncing back from £3.3m loss last year
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Gam forecasts £2.4m loss as it rebrands private client business
Private labelling boss Martin Jufer to head up Gam Wealth Management
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Liontrust rakes in £1bn off ESG tailwind while Ashmore rides emerging market recovery
Liontrust sustainable funds see assets surge to £11.9bn and Ashmore celebrates institutional mandate wins
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UK plc ramping up for ‘red hot recovery’ from Covid slump
JO Hambro UK Profit Index shows strong bounce back in profits in 2021 after pandemic wiped £349bn off revenues
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Brooks Macdonald opens Cheltenham office in regional push
As it relocates Taunton office to Exeter
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Charles Stanley revenues boosted by low-cost advice arm
Wealth manager created Central Financial Services division to target customers seeking ‘simplified advice’
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Weekly outlook: Barratt, Burberry and Asos report; UK inflation; FCA publishes annual accounts
The key events for UK wealth manager for the week starting 12 July