Companies

Based at 30 Old Broad Street from March

Deal expected to complete in the spring

Joins from Vanguard

Available for advisers on the Quilter platform

Snaps up Gem & Co

Claims will be moving to processing teams for assessment

Distribution and investment management functions merge

Driven by resurgence in deals worth more than £1bn

James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

Sets out ‘extensive but appropriate’ use of AI