Ascot Lloyd
Financial planning company fails
This is the second Ascot Lloyd-linked firm to be declared in default in as many months
Ascot Lloyd sets up adviser platform
As part of the IFA firm’s digitisation strategy to make financial planning more accessible
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Swiss banking giant reshuffles c-suite, as IFA firm names head of adviser academy
IFA firm poised to seal several M&A deals
It has already completed two acquisitions in 2022
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Wealth firm names interim CIO, while financial services provider hires global head of intermediaries