Jacqueline Wilson
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Exclusive: IW Capital expands SME lending proposition with launch of its first secured debt fund
The debt, equity and EIS investment specialist IW Capital has launched its first secured debt fund. It will be the first in a…
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Dolfin takes significant stake in Alexander House
Dolfin, the technology-led investment firm, has acquired a significant equity stake in Alexander House, which is an appointed representative of the UK’s…
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Tosca takes stake in Plurimi
Toscafund Asset Management, via the Tosca Private Investments Fund, has acquired a significant minority stake in London-based independent wealth manager Plurimi Wealth.…
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Brewin Dolphin acquires Dundee business
Wealth manager Brewin Dolphin has completed an acquisition for its Dundee office with the purchase of the financial planning and investment assets…
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Wealth manager opens new office in Maidstone
UK private client investment and financial planning group Tilney has opened a new office in Maidstone, Kent. The new office is located…
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GWM Investment Management takes stake in Optimus Capital
GWM Investment Management, the boutique wealth manager and investment consultancy, has acquired an interest in Optimus Capital, the discretionary investment manager. Optimus…
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Strabens Hall reorganises senior management
Strabens Hall, the independent wealth advisory boutique, has had a sort-out of senior management. The firm, which advises some 350 clients from…
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Sanlam expands portfolio management team in UK
Daniel Szabo has been appointed to the Sanlam UK portfolio management team. Szabo has more than 17 years’ experience in the wealth…
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JP Morgan Asset Management expands UK Funds sales team
JP Morgan Asset Management has expanded its UK Funds Sales team with five new appointments. James Burdis has been appointed a Client…
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Brewin Dolphin’s interim management report
Brewin Dolphin has announced its Interim Management Report for the half year ended 31 March 2018. The firm said it had another strong…
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