News
WBR Group expands in SSAS sector with acquisition of Brunel Trustees
The deal adds 200 SSAS schemes to WBR Group and £300 million of assets under administration
People Moves | news 12 Nov 24
Schroders Personal Wealth appoints ex-Close Brothers AM CEO to its board
Martin Andrew joins as independent non-executive director
FCA bans and fines insurance broker director £1.1m for ‘misusing money’
The regulator said this action ‘shows how seriously we take individuals who abuse their position for personal gain and risk damaging the integrity of the UK’s financial system’
Advanta adds £800m AUM with acquisition of City Financial Planning
This is Advanta’s second acquisition in 2024 and the ninth in total
TEAM gets new Liechtenstein-based strategic shareholder
Salus Alpha is a collective wealth management company based in Liechtenstein and Luxembourg