United Kingdom
Investment | 19 Sep 24
Temporary suspension of cost disclosure rules is ‘breakthrough’ for investment trusts
The change in stance follows statements from the UK Treasury and FCA
Investment | 19 Sep 24
Close Brothers to sell wealth management arm to Oaktree CM for £200m
The sale is expected to complete in early 2025 calendar year
Legal & General sells CALA Group for £1.35bn as part of strategic ‘sharper focus’
The transaction is expected to complete in Q4 2024
Financial planning | 18 Sep 24
Bristol financial planning firm The Aspire Partnership names two new partners
Naomi Keith and Ken Hall have a combined two decades of experience at The Aspire Partnership
Skerritts adds £1bn AUM with purchase of Ellis Bates Financial Advisers
Since Sovereign’s investment in 2021, Skerritts has made 14 acquisitions