Charles Stanley to be acquired by Raymond James

Wealth manager Charles Stanley is to be acquired by US wealth manager Raymond James, in a deal worth £278.9m.

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Ex 1825 Financial Planners set up wealth management business

A pair of Chartered Financial Planners who sold their previous business to 1825 have founded a new Raymond James wealth management branch in Barbican, London.

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SBG appoints proposition director to develop Planner services

Adviser network and services provider Sesame Bankhall Group (SBG) has appointed Craig Ross in the newly created role of proposition director to lead the expansion of its wealth and protection services to Financial Planners.

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Charles Stanley Planning revenues up despite overall dip

Wealth Manager Charles Stanley has reported a 13% rise in Financial Planning revenues for the year ending 31 March although overall revenues dipped by 1%.

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