Ascot Lloyd names new chief executive
Hired from Royal Bank of Canada
Ascot Lloyd
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PEOPLE MOVES: HSBC, Ocorian, Sesame Bankhall Group
Bank names CEO of its Singapore life arm, as financial services provider makes c-suite change
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IFA group names Christian Burgess as chief financial and operations officer
As the firm hires Peter Blanc as non-executive director
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IFA company boosts UK footprint with acquisition
Deal adds £323m in assets under management
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IFA group sets up adviser academy
Firm wants the profession ‘to appeal to a wide audience’
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FSCS backtracks on financial planning firm failure
As liabilities may fall onto another company that is still in business
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Financial planning company fails
This is the second Ascot Lloyd-linked firm to be declared in default in as many months
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Ascot Lloyd sets up adviser platform
As part of the IFA firm’s digitisation strategy to make financial planning more accessible
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PEOPLE MOVES: Credit Suisse, Ascot Lloyd, Hawksmoor
Swiss banking giant reshuffles c-suite, as IFA firm names head of adviser academy
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IFA firm poised to seal several M&A deals
It has already completed two acquisitions in 2022
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PEOPLE MOVES: Wealthify, IQ-EQ, Interactive Investor
Wealth firm names interim CIO, while financial services provider hires global head of intermediaries
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European PE investor buys Ascot Lloyd
It is currently owned by US firm Oaktree Capital Management, which bought Sanlam UK in 2021