M and A
11 December 2018

IFA Ascot Lloyd Powers Up In West Midlands With Latest Acquisition

Ascot Lloyd continues its acquisitions, buying the sizable business of Newell Palmer to extend...

People Moves
6 February 2018

Who's Moving Where In Wealth Management? - NWH Global, Ascot Lloyd

The latest moves in wealth management across the UK, Europe, Middle East and...

Strategy
11 January 2018

UK Firms Become Unified IFA After Merger

The two companies will now operate wholly as an independent financial advisory firm. ...

Technology
20 September 2017

Independent Wealth Manager Launches New Cashflow Solution

The solution will look to maximise its clients' profits. ...

People Moves
17 February 2017

National IFA Creates Head Of Advice Role

Ascot Lloyd has carved out a new role focused on enhancing operational efficiency. ...

Practice Strategies
1 February 2017

National IFA Fishes For Next Wave Of Industry Talent

Ascot Lloyd said it is on a mission to introduce fresh blood to the industry, while also bolstering...

M and A
3 August 2016

Ascot Lloyd Expands UK Footprint With Acquisition

The UK wealth manager has extended its regional presence with the acquisition of a firm in the...

New Products
7 July 2016

Ascot Lloyd Launches Private Office

The UK provider of wealth management, financial planning and corporate benefit solutions has...

People Moves
22 April 2016

Ascot Lloyd Appoints Business Development Boss

The UK provider of wealth management, financial planning and corporate benefit solutions has...

People Moves
9 March 2016

Ascot Lloyd Adds Senior Marketing Figure To Its Ranks

The UK provider of wealth management, financial planning and corporate benefit solutions has made a...