Mattioli Woods buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration
Deal adds over £635m in assets under advice and administration
Deal adds £120m in client assets to the Schroders’ subsidiary
Marcelo Rodrigues has held senior management positions at RBS and Lloyds
The new hires come as part of their respective regional growth strategies
Leigh Yeaman highlights the benefits of an inclusive workplace as she accepts promotion
Smith & Williamson merger set to create one of Northern Ireland’s leading wealth managers
Davy Private Clients UK has acquired Pension & Financial Consultants Limited (PFC), a wealth management firm in Northern Ireland.
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.