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Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Expansion of insurance work in 2026

Snaps up Stonewood Financial Planning

Acquires Prosser Knowles in Droitwich and Gloucester

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Adds £650m in AUM

'It is clear that the sector is moving through a significant period of transformation'

Montague shares the wealth manager’s aim to be the best, not the biggest

Latest court hearing took place on 11 December

Firm also looks to appoint more female advisers