Companies

WTW Atomos buy-in heralds PE and hybrid advice 'direction of travel'

Companies

WTW Atomos buy-in heralds PE and hybrid advice 'direction of travel'

Atomos CEO: PE ‘professionalises the industry and gives it greater capital’

clock 04 October 2024 • 4 min read
Titan Wealth Group launches division

Companies

Titan Wealth Group launches division

Settlement and custody arm led by Mike Fullalove

clock 03 October 2024 • 2 min read
WTW takes stake in PE-backed wealth manager Atomos

Companies

WTW takes stake in PE-backed wealth manager Atomos

WTW powers Atomos’ multi-asset investment offering

clock 03 October 2024 • 2 min read
How the Quilter adviser school transformed into an academy

Companies

How the Quilter adviser school transformed into an academy

The academy now is looking to bring former sports professionals into advice

clock 02 October 2024 • 3 min read
Tavistock sells advice businesses to Saltus

Companies

Tavistock sells advice businesses to Saltus

Deal valued at up to £37.8m

clock 01 October 2024 • 1 min read
Tavistock makes £2.2m Titan provision amid legal action

Companies

Tavistock makes £2.2m Titan provision amid legal action

Comes as Tavistock's advice business is snapped up by Saltus

clock 01 October 2024 • 2 min read
Kingswood adviser numbers fall as losses shrink

Companies

Kingswood adviser numbers fall as losses shrink

Group reports H1 2024 results

clock 30 September 2024 • 2 min read
More than 25% of SJP funds fail to deliver value as 80% red-flagged for performance

Companies

More than 25% of SJP funds fail to deliver value as 80% red-flagged for performance

Assessment of Value report shows

clock 27 September 2024 • 4 min read
Staffordshire firm declared failed by FSCS over investment advice

Companies

Staffordshire firm declared failed by FSCS over investment advice

Pro-Synergy Wealth & Tax Management had ten claims against it

clock 20 September 2024 • 1 min read
Tavistock slams Titan for taking 'vexatious' step as dispute heads to High Court

Companies

Tavistock slams Titan for taking 'vexatious' step as dispute heads to High Court

Comes as the firm received notification that Titan has issued a claim

clock 19 September 2024 • 1 min read
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