Business and Development
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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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Premier Portfolio Financial Services joins Fairstone DBO programme
Chartered financial planning firm Fairstone has signed up London-based Premier Portfolio Financial Services to its downstream buy-out programme (DBO). This is the…
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Chase de Vere plans discretionary investment service
Chase de Vere, the national firm of independent financial advisers, is launching its new discretionary model portfolio service on 4 June and Ben…
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