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Thursday, 07 October 2021 09:00

Tavistock avoids £7m sale tax charge

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The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.

Thursday, 07 October 2021 08:25

Family wealth 'at risk' for next generation - SJP

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Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned. 

Thursday, 07 October 2021 08:14

Fairstone acquires Chartered Planner Chadney Bulgin

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Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.

Wednesday, 06 October 2021 12:19

FE fundinfo acquires Down Under fintech 

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Expanding fintech FE fundinfo, which provides fund data and tech services in the UK and worldwide, has taken over Australian firm Zenith Group in a deal which includes including Zenith Investment Partners and Chant West, a research and ratings firm. 

Wednesday, 06 October 2021 12:11

Openwork network hires new COO from NatWest

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Openwork Partnership, one of the UK’s biggest adviser networks, has recruited Frank Meere from NatWest to be its new chief operating officer.

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