Aspira Corporate Solutions to acquire Demna Consulting
Financial planning firm Aspira Corporate Solutions is set to acquire Birmingham-based advice firm Demna Consulting for an undisclosed amount. The…
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Former-Hargreaves executives launch new HNW investment service
Former Hargeaves Lansdown executives Alex Davies and Ben Yearsley have introduced a new investment service for high-net-worth (HNW) investors, called…
ByQuilter Cheviot names new head for Bristol office
Quilter Cheviot has appointed James Rodgers as new head for its Bristol office, replacing Pamela Reid who will assume a…
ByWilton Group buys pension firms Hartley SAS and The Lifetime SIPP
Wilton Group, an Isle of Man-based professional services firm providing wealth management solutions, has acquired Bristol-based pension specialists Hartley SAS…
ByExclusive: Duncan Lawrie to double its client base in 5 years
Duncan Lawrie, the UK private banking and wealth management boutique, has revealed ambitious plans to double its client base within…
ByDuncan Lawrie appoints relationship manager
Bristol-based Duncan Lawrie Private bank has appointed Mark Lucas as senior relationship manager to build a stronger presence in the…
ByTowry acquires Deverill Black & Company from Lighthouse
Towry, a UK-based wealth advisory firm, has acquired 50.1% stake in Lighthouses Bristol-based subsidiary Deverill Black & Company for £501,000…
ByLaw firm Bond Dickinson expands private wealth team
British law firm Bond Dickinson has recruited two partners and associated teams from the Osborne Clarke Private Client and Real…
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