Industry
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330
Middle East | 12 Jul 24
Ex-Jersey Finance head Allan Wood joins Cavenwell Group as strategic adviser in Dubai
Cavenwell Group specialises in global wealth structuring for entrepreneurs, UHNWIs and their families
Swedish wealth manager Söderberg & Partners invests in trio of IFA firms
Most recently, in April, Söderberg & Partners made investments in four IFA firms
Platform One opens additional UK office with new hires
The new space can fit around 40 to 50 employees
Financial planning | 11 Jul 24
Skerritts boosts AUM by £540m with Black Swan Financial Planning acquisition
This brings the number of deals to 10 since private equity firm Sovereign Capital invested £55m in 2021