Companies
Wealthspire acquires $1.2bn Indiana-based advice firm
The transaction takes Wealthspire’s AUM to around $3bn in the Indianapolis market
Clifton Wealth acquires Hertfordshire IFA as adviser retires
Dukes IFA is based in Bushey, Hertfordshire, and has built a client base concentrated within a five-mile radius
Block Asset Management appoints global head of distribution
Paul Brown’s career in financial services spans 40 years, including 35 in international wealth management
Alltrust to acquire Family Suntrust schemes from Phoenix Wealth
The deal will see Family Suntrust brought together with Alltrust’s Family Pension Trust
People Moves: Clifton, PIMFA, Stonehage Fleming
We round up the latest job changes in the industry each week



