Companies
The 25th Annual II Awards 2024 – Shortlist revealed ahead of Thursday’s premiere
Tune in on Thursday October 10, at 4pm for the 25th Annual II Awards 2024 Premiere
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
Limited places available of the 6th Annual II Middle East Forum 2024
The October 23 II Middle East Forum 2024 event which sees II and IA collaborate with the WealthExchange at The Capital Club, Dubai, has become the region’s hottest ticket
Cazenove Capital acquires wealth manager Whitley Asset Management
Whitely AM manages assets of circa £1.5bn on behalf of ultra-high-net worth entrepreneurs and charity clients