Wealth manager and Financial Planner Kingswood has recruited Schroders Personal Wealth’s chief commercial officer David Lawrence to be its new UK chief executive for wealth management.

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Wealth manager WH Ireland has acquired Henley-on-Thames Chartered Financial Planner Harpsden Wealth Management.

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Expanding Chartered Financial Planning firm Equilibrium has shown confidence in the future by taking a 15 year lease on a new HQ office building for its 89 staff.

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Monday, 30 November 2020
Articles

Standard Life Aberdeen is expected to make an announcement on the future of its Parmenion platform, one of three it owns, this week.

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Schroders is aiming to raise £100m for a new Social Impact investment trust to be floated on the London Stock Exchange.

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Wealth manager and Financial Planner Kingswood has rebranded its US interests as Kingswood US as it takes a private-equity funded, majority stake in a US adviser firm.

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Stephen Lansdown, one of the two founders of online investment platform and wealth manager Hargreaves Lansdown, has sold £103m of shares in the business.

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Insurer RSA has recommended acceptance of a £7.2bn cash bid for the company from Canadian insurer Intact and Danish insurer Tryg.

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Wealth manager and Financial Planner Kingswood has completed the acquisition of Surrey Chartered Financial Planner firm Regency Investment Services.

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Financial Planning-led wealth management firm AFH Financial has reported that its client inflows continue to be impacted by the Coronavirus pandemic.

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