Succession Wealth buys Plymouth-based DFP

Companies | 9 Jan 24

Succession Wealth buys Plymouth-based DFP

The firm brings £165m of client assets with it

Vector illustration. Team work business concept. Two businessman working on to match puzzle. Pushing to connecting puzzles together.

Companies | 9 Jan 24

Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn

Group revenue up 8% to £59.1m in the second half

Question mark inside shopping cart

Industry | 9 Jan 24

Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist

Fundsmith Equity falls to fifth place

Companies | 8 Jan 24

Söderberg & Partners makes further IFA purchases

Swedish financial adviser makes fifth and sixth IFA acquisitions in the UK

Ben Seager Scott

Investment | 8 Jan 24

Evelyn Partners’ Seager-Scott to exit for Mazars CIO role

Ben Seager-Scott joined Bestinvest in 2011