European PE investor buys Ascot Lloyd
It is currently owned by US firm Oaktree Capital Management, which bought Sanlam UK in 2021
Ascot Lloyd
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IFA firm buys Scotland-based advice company
Deal adds £761m in funds under influence to the group
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IFA company receives backing to fund M&A spree
Deal will ‘increase the capital available for acquisitions to over £100m’
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PEOPLE MOVES: Zurich, Wellington Management, Kleinwort Hambros
Insurance giant names UK chief executive, while investment firm replaces retiring CEO
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Not even covid can curb M&A-hungry advice firms
But DB transfers still causing headaches as due diligence is more thorough than ever
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UK to review tax system
Spotlight will be on role of reliefs and windfall taxes in post-pandemic economy
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How has coronavirus changed the financial advice M&A market?
‘Some companies may be dissuaded from selling due to the uncertainty’
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IFA firm completes six acquisitions during first half of 2020
Deals collectively add £1.2bn in funds under influence and over 2,300 clients
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PEOPLE MOVES: Novia, Raffles Family Office, HSBC
Platform recruits international sales manager, as family office hires from Schroders
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IFA firm completes first M&A deal of 2020
It is ‘focused on adding high-quality businesses’
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PEOPLE MOVES: Schroders, Sanlam, Nucleus
Duo promoted to top job in Asia Pacific, while South African group reshuffles senior management
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UK financial advice firm to buy eight companies
As it completes two acquisitions adding six advisers to its business