Ascot Lloyd hunts for new CEO as Stockton exits

Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.

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Ascot Lloyd buys £323m AUM Swansea IFA

Financial Planning firm Ascot Lloyd has bought Swansea-based IFA Portfolio Financial Consultancy which has £323m assets under management.

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European PE firm buys Ascot Lloyd from US owner

European private equity firm Nordic Capital has received regulatory approval to complete its acquisition of Financial Planning firm Ascot Lloyd from Oaktree Capital Management for an undisclosed sum.

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Ascot Lloyd plots 8 more acquisitions this year

Ascot Lloyd expects to complete a further eight acquisitions before the end of the year it has been revealed.

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