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Harpsden Wealth Management

WH Ireland snaps up Chartered Planner for £7.8m

Details
30 November 2020
  • takeover
  • HenleyonThames
  • WH Ireland
  • mergers
  • Harpsden Wealth Management

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

Read more …

Equilibrium's new HQ

Chartered Financial Planner secures bigger HQ

Details
30 November 2020
  • Colin Lawson
  • expansion
  • HQ
  • offices
  • mergers
  • Equilibrium Financial Planning

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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Parmenion website

Parmenion sale moves closer

Details
30 November 2020
  • Platforms
  • Standard Life
  • Parmenion
  • Standard Life Aberdeen
  • mergers

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 website

New social impact trust aims to raise £100m

Details
23 November 2020
  • Schroders
  • London Stock Exchange
  • mergers
  • Schroder BSC Social Impact Trust
  • Susannah Nicklin

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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Kingswood group CEO Gary Wilder

Kingswood launches US brand after American deal   

Details
23 November 2020
  • Kingswood
  • Gary Wilder
  • Manhattan Harbor Capital
  • mergers
  • Kingswood US

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

Hargreaves founder cashes in £103m stake

Details
20 November 2020
  • Platforms
  • Hargreaves Lansdown
  • Shares
  • HL
  • Peter Hargreaves
  • Stephen Lansdown
  • mergers

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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RSA website

2 insurers buy MoreThan owner in £7.2bn deal

Details
18 November 2020
  • Insurance
  • takeover
  • RSA
  • mergers
  • MoreThan
  • Intact
  • Tryg

 

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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Regency website

Kingswood completes £3.45m Planner firm takeover

Details
18 November 2020
  • Kingswood
  • Gary Wilder
  • Regency Investment Services
  • mergers
  • Dominique Vinecombe

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

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AFH logo

Inflows at AFH hit by Coronavirus pandemic

Details
17 November 2020
  • AFH Financial
  • financial reporting
  • results
  • Coronavirus
  • mergers

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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Tavistock chairman Oliver Cooke

Tavistock cuts costs as it readies platform launch

Details
10 November 2020
  • Platform
  • profits
  • Tavistock Investments
  • results
  • mergers

Financial adviser network and wealth manager Tavistock Investments is closing a number of offices and axing staff in a £750,000 cost-cutting drive as it prepares to launch its own platform.

Read more …

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