IFA

People moves

Charles Stanley hires Nick Hendy as intermediary sales manager

Joins from Heartwood Investment Management

clock 29 June 2021 • 1 min read

Wealth Management

Lumin Wealth buys Hertfordshire-based financial advice firm

Brings AUM to £600m

clock 31 March 2021 • 1 min read

Regulation

Three charged by SFO in Axiom fund collapse investigation

Trio accused of carrying out fraudulent scheme

clock 21 August 2020 • 1 min read

UK

Tatton AM eyes further M&A in efforts to become 'true asset manager'

Annual results for the year to 31 March

clock 16 June 2020 • 3 min read

Industry

Waverton Investment Management acquires London-based IFA

Combined £7bn under management

clock 17 December 2019 • 1 min read

Wealth Management

Yearsley and Haynes launch Fairview Investing

Independent investment consultancy

clock 22 October 2019 • 1 min read

Advisory

Pacific AM reveals second strategic partnership with IFA

Strabens Hall picks asset manager for multi-asset service

clock 11 October 2018 • 1 min read

Wealth Management

Standard Life Wealth brings MPS service onto platforms

Will be rebranded following Aberdeen merger

clock 30 April 2018 • 3 min read

Advisory

Harwood Wealth buys IFA firm Fund Management for up to £1.1m

Deal adds £34m AUI

clock 30 April 2018 • 1 min read

UK

Apollo's Brann reveals IFA partnership plans as boutique triples AUM

Targeting ten partnerships

clock 12 April 2018 • 2 min read
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