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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Ascot Lloyd

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

Companies | 31 Aug 21

IFA firm buys Scotland-based advice company

Deal adds £761m in funds under influence to the group

Companies | 26 Feb 21

IFA company receives backing to fund M&A spree

Deal will ‘increase the capital available for acquisitions to over £100m’

Asia | 4 Sep 20

PEOPLE MOVES: Zurich, Wellington Management, Kleinwort Hambros

Insurance giant names UK chief executive, while investment firm replaces retiring CEO

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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. Site managed by Furness Media