Private Equity
Investment platform launches in UAE
To serve the increasing number of high net worth individuals in the region
Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’
UK wealth firm sold to US private equity business
Management team will retain a ‘significant minority stake’
UK retirement advice firm gets PE boost
Investment will be used to enhance ESG credentials
European PE investor buys Ascot Lloyd
It is currently owned by US firm Oaktree Capital Management, which bought Sanlam UK in 2021