UK advice business strikes double IFA deal
Acquisitions will increase the firm’s assets under management by £415m
Ascot Lloyd
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Ascot Lloyd makes third ‘major’ acquisition in three years
The deal will take funds under influence to over £7bn
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PEOPLE MOVES: Investec, Ascot Lloyd, Expacare
Investec’s top management is undergoing a generational changing of the guard, Ascot Lloyd has secured an industry heavyweight for its investment committee and medical insurance provider Expacare is bolstering its distribution and marketing.
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UK wealth giant rebrands and embraces independent advice
Six months after their £6bn merger, Ascot Lloyd Financial Services and Bellpenny have become a single, fully independent advisory company under the brand Ascot Lloyd.
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PEOPLE MOVES: RBC WM, Moola, Ascot Lloyd
Canada’s RBC has appointed a head of wealth management for its businesses in the UK, the Channel Islands and Asia. Gemma Godfrey’s Moola has poached its chief investment officer from BlackRock, while Ascot Lloyd has created a new head of advice role.
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PEOPLE MOVES: BlueBay AM, Ascot Lloyd, Knadel…
BlueBay Asset Management has strengthened its high yield team; while Ascot Lloyd has nabbed the former chief executive of Cofunds for a non-executive role. Knadel and the JFSC announced board appointments and Barclays named a new chief operating officer.