Mattioli Woods buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration
Northern Ireland
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Benchmark Capital buys Northern Ireland advice firm
Deal adds £120m in client assets to the Schroders’ subsidiary
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Schroders Personal Wealth names business development boss for Scotland and Northern Ireland push
Marcelo Rodrigues has held senior management positions at RBS and Lloyds
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SPW and Tilney Smith & Williamson ramp up Northern Ireland recruitment
The new hires come as part of their respective regional growth strategies
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Investec Wealth & Investment replaces veteran Belfast office head
Leigh Yeaman highlights the benefits of an inclusive workplace as she accepts promotion
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Tilney expands Belfast office with trio of appointments
Smith & Williamson merger set to create one of Northern Ireland’s leading wealth managers
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Davy acquires PFC
Davy Private Clients UK has acquired Pension & Financial Consultants Limited (PFC), a wealth management firm in Northern Ireland.
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Davy cements northern ireland position with latest acquisition
The Davy Group’s UK Private Clients division has agreed to acquire Graham Corry Cheevers, boosting its presence in Northern Ireland, and further cementing the platform it plans to use to grow its UK operations.