Ascot Lloyd adds Chartered Planner to lead new Academy
- Monday, 22 August 2022
- Articles
IFA firm Ascot Lloyd has hired Chartered Financial Planner Duncan Gregory to head its new adviser academy.
Read more...Change in Private Equity owners for Ascot Lloyd
- Thursday, 21 April 2022
- Articles
European private equity firm Nordic Capital is to acquire Financial Planning firm Ascot Lloyd from current owners Oaktree Capital Management for an undisclosed sum.
Read more...Ascot Lloyd completes six acquisitions
- Monday, 22 June 2020
- Articles
Financial Planner Ascot Lloyd has completed six acquisitions in the first half of 2020, adding £1.2bn in funds under influence.
Read more...Ascot Lloyds snaps up East Anglian planner
- Tuesday, 31 March 2020
- Articles
Expanding Financial Planner and IFA Ascot Lloyd has acquired Ring Associates, an East Anglian Financial Planning firm with 45 staff.
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