Wealth Management
Advisory
IFA consolidation business AFH has bought Clarendon Financial Solutions for £461,000.
02 April 2015
•
Wealth Management
Newcastle Building Society chief executive Jim Willens has been appointed chairman of Brown Shipley.
01 April 2015
•
Advisory
Tavistock Investments has bought IFA Sutcliffe Solloway Financial Planning and its parent Cornerstone Asset Holdings.
01 April 2015
•
Advisory
Restricted network Sesame has said it will no longer offer an appointed representative (AR) option for investment advisers.
31 March 2015
•
3 min read
Wealth Management
Investec Wealth & Investment is to launch an online simplified advice service later this year and has appointed Jane Warren to oversee the launch.
31 March 2015
•
Wealth Management
Wealth management firms are facing more serious consequences from a failure to meet suitability requirements as the regulator puts practices under fresh scrutiny.
30 March 2015
•
3 min read
Wealth Management
Swiss private bank Union Bancaire Privée (UBP) has agreed a deal to buy the international arm of Coutts from the Royal Bank of Scotland.
27 March 2015
•
Wealth Management
Old Mutual Wealth has hired Openwork's chief executive Mary-Anne McIntyre as chief distribution officer.
19 March 2015
•
Advisory
Changes to regulatory authorisation procedures is to affect the acquisition-led strategy of wealth firm consolidator AFH Financial, the company has said.
16 March 2015
•
1 min read
Wealth Management
Towry has increased its offer for Ashcourt Rowan to £120m, a move which is understood to have been prompted by rival bidders circling the firm.
12 March 2015
•
