Schroders buys £2.2bn London firm serving UHNW clients 

Schroder’s Cazenove Capital business is to acquire London-based UHNW family office Sandaire in a drive to expand its wealth management business globally.

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Ian Taylor to retire from Transact parent

 

Ian Taylor, one of the founders of Transact and a former chief executive, is to step down as an executive director of the platform’s parent in February as he heads for retirement.

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Transact sees 13.5% increase in funds under direction

Investment platform Transact saw FUD for the quarter ending 30 June of over £37.71bn, an increase of 13.5% over the quarter and an increase of 5.1% over the financial year to date.

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Transact funds fall by 11% in Q1

Adviser platform Transact reported today that quarterly Funds Under Direction fell 11% in the first quarter (to 31 March) from £39.31bn to £34.99bn, a drop of £4.4bn.

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