Ascot Lloyd
Ascot Lloyd sets up adviser platform
As part of the IFA firm’s digitisation strategy to make financial planning more accessible
PEOPLE MOVES: Credit Suisse, Ascot Lloyd, Hawksmoor
Swiss banking giant reshuffles c-suite, as IFA firm names head of adviser academy
IFA firm poised to seal several M&A deals
It has already completed two acquisitions in 2022
PEOPLE MOVES: Wealthify, IQ-EQ, Interactive Investor
Wealth firm names interim CIO, while financial services provider hires global head of intermediaries
European PE investor buys Ascot Lloyd
It is currently owned by US firm Oaktree Capital Management, which bought Sanlam UK in 2021