Canadian pension fund acquires majority stake in UK wealth manager
Deal is worth around £255m
United Kingdom
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Former The Fry Group financial planner sets up UK firm
To help clients make ‘wise investment decisions and minimise tax liabilities’
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UK advice business completes management buyout
Company will rebrand as Seven Street Wealth
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Financial advice company fails
With the FSCS receiving claims relating to the British Steel Pension Scheme
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Duo face bans and £1.3m fine over pension transfer advice
They have referred the FCA decision notices to the Upper Tribunal
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IFA group snaps up three UK advice firms
Taking the number of acquisitions made this year to 15
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Ex-Brooks Macdonald deputy head launches DFM
Five Horizons has been created under the umbrella of P1 Investment Services
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IFGL Pensions makes product changes
This includes closing the Acorn Lite Sipp to new business from 1 September
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IFA acquirer buys UK financial planning company
Deal adds £40m in client funds
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BNY Mellon unveils multi-asset moderate fund
It will be run by Newton IM’s Paul Flood
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IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
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PEOPLE MOVES: Eastspring Investments, RBC WM, Redington
Asset manager names CEO, as wealth firm hires interim head of its Asia operation