Tavistock
Capital raise sparks M&A ambitions for UK investment firm
It is ‘interested in opportunities in the wealth and asset management sectors’ across Europe
UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
Tavistock’s 90% portfolio protection lands Feifa partnership
The investment firm is the 38th company to partner with the European federation
Sanlam expands adviser network with Tavistock takeover
Sanlam UK has acquired the advisory arm of Tavistock Investments, taking over its network of 158 advisers and adding £1.5bn ($1.95bn, €1.66bn) to Sanlam’s total assets under advice.
People Moves | 7 Apr 17
PEOPLE MOVES: Vanguard, Generali, Wealth Club
Vanguard has a new managing director of its Japanese operations, while Generali Investments has made some changes to its board. One of Wealth Club’s co-founders has left the business after just a year.