Companies

'Flows need to improve and we are not yet where we want to be'

In partnership with GayWealth

Adds £134m AUA

Moves towards Vertex Group rebrand

Available through Vanguard’s online UK Personal Investor platform

Takes over from Palatine

‘Priority will be to reassure existing advisers that the things they value won't change’

Follows earlier acquisitions of RMS Financial and Wealth Professional

Confidential terms reached

Fowler and Lowe on simplification and education