United Kingdom
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients
People Moves | 30 Aug 24
UK adviser firm Ascot Lloyd names ex-RBC Investor Services’ Francis Jackson as CEO
Jackson takes over from Nigel Stockton, who has led the business since 2015
Investment | 30 Aug 24
Titan Wealth to close multi-asset range of funds in one month
The news follows Tavistock’s termination of its partnership with Titan last month
International advisory group Azets acquires UK wealth manager, accountancy firm
Milne Craig’s Financial Services division was founded in 1995 and has grown to 17 Chartered advisors and support staff
Tweed Wealth Management adds £80m with latest wealth manager acquisition
The acquisition of CWC will enable the firm to ‘enhance its offering to UK sports professionals’