Companies
Charlie Parker joins Albemarle Partners from Sanlam
Spent two years at Sanlam
Helm Godfrey hires EIA chair to lead responsible offering
To develop products and services
Three top Charles Stanley executives' jobs at risk amid major restructure
Wheatley, Aldous and Teper's roles in danger
Brewin Dolphin buys Bath-based IFA Epoch Wealth Management
Undisclosed fee and AUA
Coutts tops FCA pension advice complaints
Cofunds sees high uphold rate
Lighthouse asks shareholders to vote on £42m Intrinsic cash offer
Needs 75% of shareholder value to pass
Lighthouse shareholder expects 11th-hour bids after Quilter's £42m offer
Is the deal cheap?
Quilter to buy 400 adviser-strong Lighthouse Group for £42m
Quilter now has more than 3,900 advisers
Consolidator seeks institutional investment for £100m of acquisitions
Two recent acquisitions
Standard Life Aberdeen faces staff revolt on 'doughnut' bonuses - reports
Following £40bn outflows in 2018
Mattioli Woods buys SSAS advice firm for £4m
£380m assets under administration
Nutmeg to raise more money through crowdfunding platform
Already raised £116m
Private equity bid values James Hay owner at £206m
Recommended cash offer
SimplyBiz acquires Defaqto for £74m
'Will remain an independent business'
TIME Investments appoints new head of strategic partnerships
Effective immediately
BMO GAM outlines 'Around the World' challenge for CASCAID
Follows 2017 Reliant Robin challenge
Aviva to use SimplyBiz's Zest benefits platform for smaller clients
Five-year contract
SimplyBiz reveals 8.5% rise in member firms in 2018
Profits down; revenues and EBITDA up
Aviva appoints Maurice Tulloch as CEO
Mark Wilson stepped down last year
Jupiter sees £4.6bn outflows in CEO Slendebroek's 'challenging' last year
Fall of £7.5bn in AUM
SJP extends DFM proposition to Ireland with acquisition
Bought Dublin-based Harvest Financial Services
Raft of departures from Aberdeen Standard Investments' sales team
After restructuring
BofAML to separate Bank of America and Merrill Lynch brands
Follows 'brand evolution' from 2018
Richard Howells appointed managing director of Sesame
Formerly of Experian and Zurich
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