Companies

Across insurer and investment arm

AUA stands at £7.9bn

‘We truly believe in family values’

Adds £55m AUM

Buys Kent-based advice firm

Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence.

‘Unfair and misleading’

Paul Schwer to retire

'£212m will be distributed in the form of payments'

Adding £150m in assets under management