United Kingdom
Wren Sterling adds £450m of assets as it completes acquisition of In Focus Group
Nine advisers and 10 support team members will transfer to Wren Sterling
Evelyn Partners reports record H1 18.3% jump in adjusted EBITDA and all-time high AUM
Net flows remaining positive (H1 2023: £1.8bn), with elevated outflows reflecting impact of higher interest rates on clients
CISI names Daniel Ogier-Keltie as Guernsey branch president
He has over ten years of experience in the financial services sector
French asset manager to pay €250m to investors unable to access their funds since 2020
Over 50 instances were identified where hospitality had been received by H2O employees but was not properly declared
Hargreaves Lansdown accepts £5.4bn private equity takeover bid
The revised offer is 1,140p per Hargreaves Lansdown share in cash