Ascot Lloyd

Ascot Lloyd bolsters financial advice business with double takeover

UK-based financial advisory firm Ascot Lloyd has purchased two home-grown IFA firms: Prest Financial Planning and QS Financial. Financial terms…

Ascot Lloyd takes over IFA Newell Palmer

Financial advisory firm Ascot Lloyd has acquired West Midlands-based peer Newell Palmer for an undisclosed sum. The transaction adds £1.3bn…

Ascot Lloyd and Bellpenny to operate under one brand

British advisory firms Bellpenny and Ascot Lloyd, both owned by Oaktree Capital Management, are combining under the Ascot Lloyd brand…

Bellpenny and Ascot Lloyd merge to create £6bn wealth manager

British advisory firms Bellpenny and Ascot Lloyd, both owned by Oaktree Capital Management, have joined forces to create a private…