Swedish wealth manager Söderberg & Partners takes stakes in trio of IFA firms
It has stakes in over 20 UK adviser businesses to date
Skerritts Group rebrands as Shackleton, buys four adviser firms
It has been named after the British explorer Sir Ernest Shackleton
Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
People Moves | 2 Dec 24
Progeny hires ex-HSBC Group CFO Ewen Stevenson as chair
The company plans “ambitious growth” in the UK, Europe, Middle East and Asia
Regulation | 29 Nov 24
Ex-HMRC officer sentenced with husband in £3m money laundering case
A bank account in the defendants’ joint names had a turnover of over £3m