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Companies

Quilter adds Forseti Wealth Partners to advice network

Companies

Quilter adds Forseti Wealth Partners to advice network

Latest AR firm to join Quilter Financial Planning

clock 19 March 2025 • 1 min read
M&G pre-tax profits up 5% in 2024

Companies

M&G pre-tax profits up 5% in 2024

Pre-tax profits rise gave company 'confidence' to embark on progressive dividend policy

clock 19 March 2025 • 3 min read
Fintel poised to act on high-tech acquisition opportunities

Companies

Fintel poised to act on high-tech acquisition opportunities

CEO Matt Timmins discusses acquisitions and investments in technology

clock 18 March 2025 • 2 min read
Kingswood PE backer considers merging wealth manager after muted growth

Companies

Kingswood PE backer considers merging wealth manager after muted growth

Says company’s growth has not been as strong as expected

clock 18 March 2025 • 3 min read
Close Brothers posts £103m pre-tax operating loss for H1 2025

Companies

Close Brothers posts £103m pre-tax operating loss for H1 2025

Wealth manager sees losses mount amid sale of asset management arm

clock 18 March 2025 • 2 min read
Moneyfarm gets regulatory green light for Willis Owen acquisition

Companies

Moneyfarm gets regulatory green light for Willis Owen acquisition

The digital wealth manager sees assets exceed £5.5bn

clock 14 March 2025 • 1 min read
Kingswood board changes as PE takeover proceeds

Companies

Kingswood board changes as PE takeover proceeds

Pollen Street Capital subsidiary HSQ moves forwards with purchase

clock 14 March 2025 • 1 min read
Clifton completes PE backing deal with CBPE and makes seven acquisitions

Companies

Clifton completes PE backing deal with CBPE and makes seven acquisitions

Went through end of February as Clifton snaps up seven advice businesses

clock 10 March 2025 • 4 min read
Close Brothers Asset Management becomes Trinitybridge

Companies

Close Brothers Asset Management becomes Trinitybridge

Follows sale to Oaktree

clock 07 March 2025 • 1 min read
Royal London CEO: 'Advisers are the lifeblood of our business'

Companies

Royal London CEO: 'Advisers are the lifeblood of our business'

Provider posts £277m operating profit and £1bn net outflows

clock 07 March 2025 • 4 min read
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