Companies

Claims will be moving to processing teams for assessment

Distribution and investment management functions merge

Driven by resurgence in deals worth more than £1bn

James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

Sets out ‘extensive but appropriate’ use of AI

Co-founder Andrea MacDonald will be joining Saturn

Snaps up Stonewood Financial Planning

Acquires Prosser Knowles in Droitwich and Gloucester

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Adds £650m in AUM