Curtis Banks AUA rises 11% following acquisitions

Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020 (2019: £29.1bn) including five months of contribution from the Dunstan Thomas acquisition and two months contribution from the acquisition of Talbot and Muir.

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Curtis Banks completes Talbot and Muir takeover

SIPP provider Curtis Banks has received the go ahead from the FCA to complete its acquisition of rival Talbot and Muir.

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Curtis Banks buys Talbot and Muir and Dunstan Thomas for £53m

Curtis Banks, the SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: rival SIPP and SSAS firm Talbot and Muir and fintech provider Dunstan Thomas.

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Editor’s Comment: The grim news about Generation X

I’ve often wondered exactly how many people regularly use an IFA and now we know - it’s about 8%, at least of the key so-called Generation X segment of the population, the important 39-54 year-olds.

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