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Companies

First Wealth appoints Jess Biggs to launch sports and entertainment division

Companies

First Wealth appoints Jess Biggs to launch sports and entertainment division

Division will support elite clients across sports and entertainment

clock 10 June 2025 • 1 min read
Jersey-based Oakglen Wealth snaps up local firm HBFS

Companies

Jersey-based Oakglen Wealth snaps up local firm HBFS

Clients gain access to ‘comprehensive financial and retirement planning’

clock 10 June 2025 • 2 min read
Loyal North snaps up client books of two retiring advisers

Companies

Loyal North snaps up client books of two retiring advisers

Acquires Blue House Financial Services and Lewins Investments

clock 09 June 2025 • 1 min read
Mercer to acquire Fundhouse and strengthen UK wealth management presence

Companies

Mercer to acquire Fundhouse and strengthen UK wealth management presence

Rory Maguire to remain as CEO and CIO

clock 09 June 2025 • 1 min read
FSCS declares Kent firm failed over investment advice

Companies

FSCS declares Kent firm failed over investment advice

Apollo Pension & Investment Advisers is no longer trading

clock 09 June 2025 • 1 min read
Aviva-owned General Accident cancels preference shares

Companies

Aviva-owned General Accident cancels preference shares

Aviva also cancelled large amount of preference shares

clock 09 June 2025 • 2 min read
FOS opens consultation on compensation interest levels

Companies

FOS opens consultation on compensation interest levels

To be better aligned with market conditions

clock 04 June 2025 • 3 min read
Mattioli Woods and Kingswood: What next for top teams and consolidator tie-ups?

Companies

Mattioli Woods and Kingswood: What next for top teams and consolidator tie-ups?

‘It’s never a merger, there’s always one dominant management team’

clock 30 May 2025 • 3 min read
Fidelius merges with London-based Timothy James & Partners

Companies

Fidelius merges with London-based Timothy James & Partners

AUM to exceed £3bn

clock 30 May 2025 • 2 min read
Mattioli Woods and Kingswood to merge

Companies

Mattioli Woods and Kingswood to merge

Comes after PE-backer HSQ flagged Kingswood growth concerns

clock 29 May 2025 • 2 min read
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