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Serial acquirer makes its largest acqusition of 2015 so far 06/07/2015
National wealth manager Bellpenny boosted its funds under management (FUM) by almost £200 million after acquiring London-based IFA Cranfield Financial Services Limited (Cranfield).

St James's Place updates reporting methods 03/07/2015

Charles Stanley Direct restructures management 23/06/2015
Charles Stanley Direct has restructured its management team in a bid to move “towards profitability” after the Group reported significant annual losses (see thewealthnet 18/06/2015).

Winners and finalists outline shortcomings and strategies for success at the inaugural PAM Awards Roadshow 22/06/2015
Long-term goals, award-winning strategies and contrary market forecasts were just some of the topics under discussion when a trio of winners and finalists from this year’s PAM Awards addressed an audience of private client practitioners at the inaugural PAM Awards Roadshow last week (15/06/2015).

10 Wells Fargo advisers join rival to set up new US office 19/06/2015
US-based financial adviser Baird has added ten wealth management professionals – including six financial advisors – to its newly opened office in Wichita, Kansas.

Ecclesiastical rebrands as EdenTree Investment Management 16/06/2015
Ecclesiastical Investment Management is to rebrand as EdenTree Investment Management.

Azure Wealth: a London and Swiss based wealth management firm for the 21st century with a Sarikhani connection 12/06/2015
Deals involving offshore trust companies tend not to register on this writer’s radar, especially when the deal involves “an independent investor group led by two families that have 30 years of experience in building and operating in the trust, financial planning, advisory and regulatory sectors” (see thewealthnet 10/06/2015). But when one of the families fronting the investor group involved in acquiring Barclays offshore trust business turns out to be the Sarikhanis then the antennae start to quiver.

Quilter Cheviot sponsors RPS's citywide exhibition 12/06/2015
Quilter Cheviot has teamed up with the Royal Photographic Society (RPS) to sponsor one of London’s “most ambitious” photography competitions.

Brooks Macdonald International granted license to operate in South Africa 01/06/2015
Brooks Macdonald International (BMI) has been granted a Category I license to provide advisory and intermediary services in South Africa by the Financial Services Board (FSB).

Towry raises almost £4,500 for brain injury charity 29/05/2015
Towry has raised £4,476 for charity in its annual wine tasting event.

 
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