Business & Development
-
Fairstone adds two advice firms
Chartered financial planning group Fairstone has added Utopia Financial Planning and Sovereign Wealth Management into its downstream buy out programme. The plan…
-
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…
-
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.…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
