FCA bans and fines City firm CEO
- Tuesday, 07 May 2024
- Articles
The FCA has today banned and fined James Lewis, the former CEO of City of London wealth manager and investment broker Shard Capital Partners.
Read more...Hurst Point completes Helm Godfrey takeover
- Monday, 02 October 2023
- Articles
City of London Financial Planning firm and wealth manager Helm Godfrey has been acquired by private equity-backed wealth manager Hurst Point Group for an undisclosed sum.
Read more...Evelyn acquires £750m AUM wealth manager Dart
- Friday, 01 September 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has completed its takeover of City of London-based Dart Capital, a boutique wealth manager with £750m in assets under management and 19 staff.
Read more...Evelyn snaps up £739m AUM Dart Capital
- Monday, 12 June 2023
- Articles
Wealth management and professional services group Evelyn Partners has struck a deal to acquire Dart Capital, a City of London boutique wealth manager for an undisclosed amount.
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