Wealth Club, the investment service for high net worth investors, has acquired execution-only discount broker Clubfinance, increasing its assets under influence to over £435m.
The acquisition also strengthens the group's footprint in the VCT, EIS and IHT space and increases the group's overall client base to in excess of 8,000. Clubfinance has an extensive customer base...
Industry Voice: Investment priorities are changing. More and more people are concerned both with the investment returns they can make on their savings, and whether their money is being managed in a sustainable way.
Targeting cautious investors
Effective from 2 January 2019
Barry O'Dwyer and Campbell Fleming, both senior figures at Standard Life Aberdeen, are to become non-executive directors of Phoenix Group.
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