Wealth firm and fund manager Close Brothers Asset Management has acquired a Chartered Financial Planning partnership which focuses on working with HNW client families and manages nearly £300m in assets.

Wealth adviser Fairstone, which incorporates a large Chartered Financial Planning firm, has added two new firms to its progressive acquisition Downstream Buy Out (DBO) programme.

Three experienced advisers have joined forces to launch a new wealth management firm in Hertfordshire. 

Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.

The Australian-owned wrap platform Praemium, used by a number of UK Financial Planners, is to sell off its UK and international operations after receiving approaches from potential buyers.

Acquisitive financial adviser group Fairstone has completed its sixth acquisition of 2021 with the purchase of West Yorkshire-based, family-run firm Utopia Financial Planning.

Quilter Financial Planning chair Chris Samuel has been appointed a non-executive director of the main company’s board with effect from 1 July.

NS&I, the government-owned savings business, is to launch a green savings bond for retail investors in the near future, it confirmed this week.

Investment firm and wealth manager Rathbone Brothers has acquired Financial Planner Saunderson House for £150m.

Adviser fintech firm intelliflo has made two senior appointments in Australia as it gears up to expand Down Under.