Curtis Banks 'proactively exploring' possible acquisitions

£24.8bn AUM

Hannah Godfrey
clock • 2 min read

SIPP and small self-administered scheme (SSAS) provider Curtis Banks has said it is "proactively exploring" possible acquisitions with a view to adding scale to the business.

In its results published this morning (20 March), group chief executive Will Self said Curtis Banks was "committed to exploring further opportunities to add scale" to the business, and that it was "proactively" exploring possible acquisitions. Last year saw Curtis Bank acquire Hargreave Hale's SIPP book, which brought 578 SIPPs to the firm, invested in assets valued at around £180m. This morning the firm also revealed its profit before tax had increased by 72% to £10.1m. The 2018 calendar year also saw the firm increase assets under administration (AUA) by 0.4% to £24.8bn, while the n...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

Defensive income before retirement: A four layered framework

Defensive income before retirement: A four layered framework

Entering decumulation can be an unsettling time for clients

Joe Simpson
clock 10 August 2026 • 4 min read
The FCA's decumulation challenge: Can UK REITs help deliver sustainable retirement income?

The FCA's decumulation challenge: Can UK REITs help deliver sustainable retirement income?

A look at the three Ss of retirement income

James Peel
clock 04 August 2026 • 7 min read
What the decumulation shift means for advice firms, and how the best are responding

What the decumulation shift means for advice firms, and how the best are responding

'Technology is part of this picture in ways that are worth being honest about'

Andy Zanelli
clock 14 July 2026 • 4 min read