Close Brothers AM buys Chartered Planner firm

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.

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Fairstone adds 2 firms to buy-out scheme

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.

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Experienced trio launches new wealth manager  

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

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Curtis Banks sees SIPP numbers rise

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.

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