Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.
Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.
Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.
AIM-listed adviser platform Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.
Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.
Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.
Investment management and SIPP provider Redmayne Bentley has reported a 27% increase in profits for its latest financial year thanks to a strong final quarter.
Wealth manager and Financial Planner Kingswood is to raise a further £20m to fund its acquisition war-chest.
Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.
Chris Ralph, former chief investment officer at wealth manager St James’s Place, is to step down at the end of this year after 11 years with the company.
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