Ascot Lloyd
UK financial advice firm to buy eight companies
As it completes two acquisitions adding six advisers to its business
UK advice business strikes double IFA deal
Acquisitions will increase the firm’s assets under management by £415m
Ascot Lloyd makes third ‘major’ acquisition in three years
The deal will take funds under influence to over £7bn
PEOPLE MOVES: Investec, Ascot Lloyd, Expacare
Investec’s top management is undergoing a generational changing of the guard, Ascot Lloyd has secured an industry heavyweight for its investment committee and medical insurance provider Expacare is bolstering its distribution and marketing.
UK wealth giant rebrands and embraces independent advice
Six months after their £6bn merger, Ascot Lloyd Financial Services and Bellpenny have become a single, fully independent advisory company under the brand Ascot Lloyd.
