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Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

Succession Wealth acquires Oxford-based firm

Your Business

Succession Wealth acquires Oxford-based firm

Adds £175m in assets

clock 31 January 2022 • 2 min read
Ignition Advice names CCO for Europe

People

Ignition Advice names CCO for Europe

'Significant international experience'

clock 31 January 2022 • 2 min read
Brooks Macdonald moves Birmingham office

Your Business

Brooks Macdonald moves Birmingham office

Follows Southampton office opening

clock 28 January 2022 • 1 min read
SJP begins rebrand with new logos

Your profession

SJP begins rebrand with new logos

Removes 'wealth management'

clock 28 January 2022 • 1 min read
M&G Wealth targets heritage decumulation clients in hybrid advice roll out

Companies

M&G Wealth targets heritage decumulation clients in hybrid advice roll out

Went live in December 2021

clock 28 January 2022 • 2 min read
Digitally-driven Verso Wealth Management acquires Chartered firm Pavis

Your Business

Digitally-driven Verso Wealth Management acquires Chartered firm Pavis

Graham Coxell joins as non executive chairman

clock 27 January 2022 • 2 min read
Sylvan expands team to support 'solid' first year of growth

Your profession

Sylvan expands team to support 'solid' first year of growth

'We want to grow organically and through referrals'

clock 25 January 2022 • 3 min read
Equity release activity up 24% year-on-year to £4.8bn

Equity Release

Equity release activity up 24% year-on-year to £4.8bn

Returned to growth for first time since 2018

clock 25 January 2022 • 3 min read
Pension transfer activity hits lowest level in four years as values drop - XPS data

Your profession

Pension transfer activity hits lowest level in four years as values drop - XPS data

Lowest since 2018

clock 24 January 2022 • 2 min read
Sustainable income has to be inflation proof - Baillie Gifford's Hay

Your Business

Sustainable income has to be inflation proof - Baillie Gifford's Hay

Rewatch webinar

clock 24 January 2022 • 2 min read
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