Capital raise sparks M&A ambitions for UK investment firm
It is ‘interested in opportunities in the wealth and asset management sectors’ across Europe
Tavistock
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UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
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Tavistock’s 90% portfolio protection lands Feifa partnership
The investment firm is the 38th company to partner with the European federation
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Sanlam expands adviser network with Tavistock takeover
Sanlam UK has acquired the advisory arm of Tavistock Investments, taking over its network of 158 advisers and adding £1.5bn ($1.95bn, €1.66bn) to Sanlam’s total assets under advice.
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PEOPLE MOVES: Vanguard, Generali, Wealth Club
Vanguard has a new managing director of its Japanese operations, while Generali Investments has made some changes to its board. One of Wealth Club’s co-founders has left the business after just a year.
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Novia partners with DFMs on new investment portal
International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).
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Tavistock liquidates Standard Financial
UK-based private investment firm Tavistock Investments has placed Standard Financial Group (SFG) and its trading subsidiaries Financial Ltd (FL) and Investments Ltd (IL) into liquidation.
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Tavistock to close troubled advice network Financial Ltd
Private investment firm Tavistock Financial said it will shut down UK advice network Financial Ltd, which it purchased earlier this year, and replace it with a new network.
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Shareholders approve Standard Financial buyout
Shareholders have unanimously approved Tavistock Investments’ acquisition of Standard Financial Group, merging to form one of the biggest advisory networks in the UK.
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Tavistock Investments to buy Standard Financial
UK-based private investment firm Tavistock Investments is on the verge of buying Standard Financial Group, the parent company of adviser network Financial Ltd.