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Ascot Lloyd

Companies | 9 Mar 23

Ascot Lloyd sets up adviser platform

As part of the IFA firm’s digitisation strategy to make financial planning more accessible

Asia | 23 Aug 22

PEOPLE MOVES: Credit Suisse, Ascot Lloyd, Hawksmoor

Swiss banking giant reshuffles c-suite, as IFA firm names head of adviser academy

Companies | 16 Jun 22

IFA firm poised to seal several M&A deals

It has already completed two acquisitions in 2022

Companies | 11 May 22

PEOPLE MOVES: Wealthify, IQ-EQ, Interactive Investor

Wealth firm names interim CIO, while financial services provider hires global head of intermediaries

Companies | 21 Apr 22

European PE investor buys Ascot Lloyd

It is currently owned by US firm Oaktree Capital Management, which bought Sanlam UK in 2021

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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.