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Ascot Lloyd

Investment | 26 Aug 25

Marlborough appointed investment manager of Whitechurch Securities’ third party DFM service

It follows Ascot Lloyd’s acquisition of Whitechurch last year

Ascot Lloyd acquires Aberdeen Financial Planning

Companies | 20 Aug 25

Ascot Lloyd acquires Aberdeen Financial Planning

Around 60 advisers are expected to join the business from Aberdeen Financial Planning

People Moves | 3 Dec 24

Nordic Capital supported Ascot Lloyd hires non-executive director

A lawyer by background, Mary O’Connor’s most recent leadership role was at Howden Broking Group

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

Africa | 8 Sep 23

PEOPLE MOVES: HSBC, Ocorian, Sesame Bankhall Group

Bank names CEO of its Singapore life arm, as financial services provider makes c-suite change

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.