NRI Adviser
Financial planning | 5 Nov 24
Brooks Macdonald acquires chartered financial planner CST Wealth Management
The deal adds assets under advice of £170m
Investment | 1 Nov 24
7IM takes AUM to £27bn with acquisition of ASHL’s Rockhold Asset Management
Rockhold AM was launched in 2022 by the ASHL Group, looking after c£2bn of assets today
Regulation | 31 Oct 24
PSIG launches petition to support pension and investment fraud victims
It is seeking to change the way HMRC treats scam victims
Foster Denovo acquires £500m AUM/A adviser firm 80Twenty
80Twenty marks Foster Denovo’s fifth acquisition in 12 months
Allianz Partners launches ‘first-of-kind’ extra protection policies for EU/EEA employees
These plans offer employees the opportunity to choose where they receive a greater standard of care across Europe