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.

Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.

Major Swedish wealth manager Söderberg & Partners has taken a “significant” minority stake in expanding Bath-based Chartered Financial Planner Fidelius as it continues its UK expansion drive.

Fast-growing wealth manager and Financial Planner Perspective Financial Group completed two more acquisitions shortly before the Christmas break, adding £190m AUM to the firm.