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.
Bellpenny
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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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PA ANALYSIS: Should you be worried by Treasury’s advice review?
With the Financial Advice Market Review now fully in motion following the first consultation, advisers are bracing themselves yet another potential shift in the ever-changing industry landscape.
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Bellpenny to shift M&A focus following acquisition double
Bellpenny is to set its sights on larger targets following a double M&A deal worth a combined £150m.
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Advisers may have to adopt ‘come one, come all’ approach – Bellpenny
Bellpenny is showing no signs of quitting the acquisition trail as CEO Nigel Stockton warns of advisers being forced to adopt a come one, come all approach by early 2016.
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Bellpenny strikes three-year Distribution Technology deal
Bellpenny has announced a three-year partnership with risk profile provider Distribution Technology.
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Acquisition No. 30 propels Bellpenny FUM past £3.5bn
Bellpenny’s total funds under management has exceeded £3.5bn with the purchase of Trustee Asset Management.
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Bellpenny’s biggest acquisition of 2015 takes FUM towards £3.5bn
Bellpenny has added another leaf to its ever-expanding business book with its largest acquisition of 2015 so far.
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Bellpenny switches CEO
Bellpenny has announced Nigel Stockton is to replace Kevin Ronaldson as CEO as he is shifting to the role of founder director.
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Bellpenny scores another acquisition double
Bellpenny has scored another IFA acquisition double with the purchase of TJFS and TOR.
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PA ANALYSIS: Rethinking wealth management’s regional race
Last week Hawksmoor announced not only the opening of a new Taunton office, but also its goal to become the biggest investment manager based in the South West.
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Double acquisition sends bellpenny fum past £3bn
Bellpenny has seen its funds under management pass £3bn with the completion of a double IFA acquisition.
