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Client advised on acquisition by growing IFA

Legal advice to Avon Financial Advisers, based in Wiltshire, was provided by Dan Bisby and Alex Aitken in our corporate team.

Hampden & Co reports strong first half to 2021

The performance follows strong growth in 2020 and has been achieved against a back-drop of historically low interest rates and wider changes in the UK private banking sector.

Titan receives approval for Tavistock Wealth acquisition

Tavistock Asset Management will retain Titan as investment manager for the MPS.

Apex Group expands European fund marketing and distribution capabilities with acquisition

This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.

Crestbridge obtains fund administration licence

Today’s announcement regarding, regulatory approval of the fund administration licence further enhances Crestbridge’s established Irish platform and significantly broadens the Irish team’s service capabilities for managers.

Perspective buys Wiltshire adviser in seventh deal this year

“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success.”

Schroders takes big Revolut stake in former Woodford fund

The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.

Wealth management group agrees terms for landmark Birmingham building

“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."

Hargreaves Lansdown shares slide after warning pandemic trading boom will not last

Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay

Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide

Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.

IWP's Richmond House Awards £200M Mandate to Bordier UK

Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender

Monte dei Paschi narrows capital shortfall, gets wealth management boost

The bank still intends to proceed with an earlier plan to raise an additional €2.5 billion to plug its capital hole if it does not find a buyer, CEO Guido Bastianini told analysts during an earnings call.

Canaccord takes £125m cash injection to fund acquisition ambitions

The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.

Rathbones manager explains why greenwashing is on the rise

Rathbones uses the United Nations’ Sustainable Development Goals as a tool to measure firms’ sustainability performance.

InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards

Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes

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