United Kingdom
Evelyn Partners partners with Alfred Dunhill Padel Classic at Hurlingham Club
Padel is a racket sport of Mexican origin
St James’s Place takes 20% stake in partner firm’s parent company
Cooper Associates WM has approximately £750m in assets under management and 18 financial advisers
Rathbones Q1 reports 13.6% higher operating income, Investec saw net outflows
The integration of Investec Wealth & Investment is “progressing well” with run-rate synergies now £10.6m
Financial planning | 8 May 24
Alexander Beard Group joins US employee benefits brokerage Assurex Global
The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total