Growing consolidator Independent Wealth Partners (IWP) has acquired Scottish financial planning firm AGL Wealth Management.
With two offices in Glasgow and Edinburgh, the acquisition of AGL marked IWP's seventh acquisition and saw the firm cross the £2bn line in client assets. The AGL team moving to IWP includes five wealth...
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Ian Jensen-Humphreys joins as portfolio manager
American-style capital protection barriers largely to blame
To offer multiple products
Merger talks between mutuals, savings are dead and locked down finances - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend...