The managing director of partnership at wealth manager St James’s Place, Ian Gascoigne, is to retire from the board and as a director on 31 March.
Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.
Rapidly expanding Financial Planning-focused advisory group Independent Wealth Planners (IWP) has acquired Throgmorton Wealth Management in its 30th acquisition deal.
International wealth manager deVere plans to doubled its commitment to ESG investments to $2bn (£1.45bn).
The Government collected £3.1bn in inheritance tax (IHT) between April and September, a rise of 22% (£0.7bn) year on year.
Revenue in the second quarter at wealth management firm Charles Stanley increased by 15.3% year on year to £46m.
Wealth manager Brooks Macdonald reported a 2.2% increase in funds under management (FUM) for the quarter ending 30 September.
Wealth manager Brooks Macdonald has reported rapid growth in profits and funds under management for the year ended 30 June as recent acquisitions helped deliver strong results.
Abrdn has agreed to buy AI-powered wealth manager Exo Investing for an undisclosed sum as the financial services provider and investment manager plans to offer digital wealth management services via an app.
Wealth manager Charles Stanley is to be acquired by US wealth manager Raymond James, in a deal worth £278.9m.
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