IFA group sets up adviser academy
Firm wants the profession ‘to appeal to a wide audience’
Ascot Lloyd
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Ascot Lloyd poised to seal several M&A deals
Its new parent company has given the IFA firm ‘significant firepower’ to expand its footprint
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Alena Kosava exits Avellemy after short stint
Departure comes weeks after Ascot Lloyd was acquired by European PE investor
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European PE investor buys Ascot Lloyd
IFA firm is currently owned by US investor Oaktree Capital Management, which bought Sanlam’s wealth operations in 2021
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Ascot Lloyd completes fourth major acquisition in two years
CEO says M&A will continue to be a key part of the IFA firm’s strategy
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Ascot Lloyd appoints Bentley as investment committee chairman
Ascot Lloyd has appointed Graham Bentley as independent chairman of its investment committee.
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Wealth giant unveils rebrand following £6bn merger
A recently-merged £6bn wealth management giant has revealed a new brand for its combined financial advice business.
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Bellpenny and Ascot Lloyd merge to create mega wealth manager
Bellpenny and Ascot Lloyd have completed a merger to create a financial planning company with £6bn of funds under management.
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Ascot Lloyd appoints head of advice for strategic review
Ascot Lloyd has appointed Jade Connolly to the newly-created role of head of advice.
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Ascot Lloyd to open ‘adviser academy’
Ascot Lloyd has revealed it will launch a programme to train up new independent financial advisers (IFAs).
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Ascot Lloyd buys Harvard Financial Management
Ascot Lloyd has announced the acquisition of fellow IFA business Harvard Financial Management.
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Ascot Lloyd eyes more acquisitions after inking funding deal
Ascot Lloyd is planning to put fresh momentum into its acquisition spree after signing a ‘seven-figure funding package’ with Clydesdale Bank.
