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Ascot Lloyd

Companies | 7 Oct 19

UK financial advice firm to buy eight companies

As it completes two acquisitions adding six advisers to its business

Companies | 23 Sep 19

UK advice business strikes double IFA deal

Acquisitions will increase the firm’s assets under management by £415m

IFA Newell Palmer clocks up third acquisition in four months

Companies | 10 Dec 18

Ascot Lloyd makes third ‘major’ acquisition in three years

The deal will take funds under influence to over £7bn

Companies | 6 Feb 18

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

Companies | 9 Jan 18

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.

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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.