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Articles

Wealth manager Quilter is to open up its HNW propositions to external independent financial advisers working with wealthy clients.

Thursday, 12 May 2022 12:29

Tilney Smith & Williamson AUM falls £1.9bn in Q1

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Wealth manager and Financial Planner Tilney Smith & Williamson - soon to rebrand - said Assets Under Management fell by £1.9bn in the first quarter of this year, “reflecting more challenging recent market conditions.”

Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has appointed experienced HSBC executive Chris Allen to be its new group CEO. 

Thursday, 12 May 2022 08:51

Kingswood buys Lincolnshire IFA for £421,000

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Fast growing Financial Planning and wealth management firm Kingswood is to acquire Lincolnshire IFA Vincent & Co for up to £421,000.

Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.

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