Kingswood names CEO in third senior shakeup in two years
Nine months after a leadership reshuffle saw CFO depart
Kingswood
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No danger DFMs want to steal advisers’ clients
IFAs ‘absolutely in the driving seat’ when it comes to relationship with discretionary fund managers
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Wealth manager buys IFA company for £3.6m
In a bid to reach target of £14bn AuM globally
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Wealth manager acquires IFA company for £15.3m
It is the firm’s third deal of 2022
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Wealth manager buys UK advice firm for £2.5m
It is the acquirer’s second deal of 2022
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Wealth manager buys Yorkshire IFA company for £1.5m
Acquirer has a ‘strong pipeline’ of UK opportunities
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PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change
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Kingswood to buy the IBOSS Group in £16m deal
Boosting assets under management to £3bn
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Wealth manager acquires Kent advice firm
Company is at ‘exclusive due diligence stage’ for five deals
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Wealth manager buys Yorkshire IFA firm for £3.4m
Acquirer has ‘a strong pipeline of high-quality UK opportunities under negotiation’
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PEOPLE MOVES: HSBC, Schroders, Sanlam Wealth
Bank names CIO for Europe and Mena, while asset management giant hires chair
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UK wealth manager open to M&A talks with advice firms globally
It is already ‘in exclusive due diligence on two potential deals in two international markets’