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Companies

Mattioli Woods updates on Pollen Street Capital acquisition timeline

Companies

Mattioli Woods updates on Pollen Street Capital acquisition timeline

Deal gained regulator approval in July

clock 19 August 2024 • 1 min read
Kingswood takes out further £6m in PE debt to fund IFA acquisitions

Companies

Kingswood takes out further £6m in PE debt to fund IFA acquisitions

Repayable by October 2030 with interest rate of 12%

clock 15 August 2024 • 1 min read
Rosemount CEO on building a network where advisers are not isolated

Companies

Rosemount CEO on building a network where advisers are not isolated

‘We want to be in a position where we can look after all our advisers’

clock 13 August 2024 • 4 min read
British Steel-linked firm Green Gem Financial declared failed by FSCS

Companies

British Steel-linked firm Green Gem Financial declared failed by FSCS

Advice firm declared in default after first claim was upheld

clock 13 August 2024 • 2 min read
Wren Sterling makes third deal this year adding £450m in assets

Companies

Wren Sterling makes third deal this year adding £450m in assets

National IFA has snapped up Fareham-based In Focus Group

clock 13 August 2024 • 1 min read
Eight MPs call on chancellor to investigate FCA's WealthTek crackdown

Companies

Eight MPs call on chancellor to investigate FCA's WealthTek crackdown

Says regulator neglected to act on claims of potential fraud for more than two years

clock 12 August 2024 • 1 min read
Hargreaves Lansdown net inflows dip 13% as client and asset retention rates decline

Companies

Hargreaves Lansdown net inflows dip 13% as client and asset retention rates decline

Results released on same day as £5.4bn PE takeover bid confirmed

clock 09 August 2024 • 2 min read
Hargreaves Lansdown agrees to £5.4bn PE takeover

Companies

Hargreaves Lansdown agrees to £5.4bn PE takeover

Private equity consortium's bid gets green light

clock 09 August 2024 • 2 min read
M&G-backed Continuum targets 100 advisers

Companies

M&G-backed Continuum targets 100 advisers

Leader on consolidation: ‘You don’t know what you’re buying’

clock 08 August 2024 • 4 min read
Quilter posts profit as IFA channel drives new business surge

Companies

Quilter posts profit as IFA channel drives new business surge

Assets under management climb to £113.8bn

clock 07 August 2024 • 2 min read
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