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Your profession

Toughest Footrace on Earth: Adviser and former marine to run 250km desert marathon

Your profession

Toughest Footrace on Earth: Adviser and former marine to run 250km desert marathon

Equivalent to a marathon a day

clock 10 September 2021 • 2 min read
True Potential sells majority stake to private equity house Cinven

Your profession

True Potential sells majority stake to private equity house Cinven

A 'highly scalable business model'

clock 08 September 2021 • 3 min read
Maven Wealth partners with charity to promote sailing for visually impaired

Your profession

Maven Wealth partners with charity to promote sailing for visually impaired

First event 2 October

clock 08 September 2021 • 1 min read
Industry Voice: How to help clients invest for all the family

Your profession

Industry Voice: How to help clients invest for all the family

Getting the right intergenerational wealth strategy in place can help you retain clients and grow your business – and sometimes you need to look to the youngest generations to add the most value.

clock 08 September 2021 • 4 min read
Mattioli Woods completes Ludlow acquisition after short delay

Your profession

Mattioli Woods completes Ludlow acquisition after short delay

Mattioli Woods has completed the acquisition of Ludlow Wealth Management, subject to regulatory approval, after extending the long stop date of the share price agreement by a month on 1 September.

clock 06 September 2021 • 1 min read
Alpha UK Holdings acquires IFA Holborn Financial

Companies

Alpha UK Holdings acquires IFA Holborn Financial

First acquisition in series of IFA purchases

clock 03 September 2021 • 2 min read
Sylvan launches advisory board and makes first appointment

Companies

Sylvan launches advisory board and makes first appointment

IFA firm formed during pandemic

clock 02 September 2021 • 2 min read
Fintel signs Schroders, Just and 91 Asset Management to distribution service

Your profession

Fintel signs Schroders, Just and 91 Asset Management to distribution service

Research, data, product design and distribution

clock 02 September 2021 • 2 min read
Schroders Personal Wealth opens Leeds office as expansion continues

Your profession

Schroders Personal Wealth opens Leeds office as expansion continues

Birmingham office to open soon

clock 01 September 2021 • 1 min read
IWP adds £167m in assets with Encompass acquisition

Companies

IWP adds £167m in assets with Encompass acquisition

Expansion in Hampshire

clock 01 September 2021 • 1 min read
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