6+ day, 2+ hour ago   (244+ words) Carlo Porreca and Helen Dixon LAVA Advisory Partners has expanded into the US, opening an office in New York’s Chrysler Building and appointing two new staff to lead the move US-based M&A professionals Carlo Porreca and Helen Dixon have…...

1+ week, 2+ hour ago   (676+ words) chief executive Andy Briggs Standard Life expects £800 million in ‘net synergies’ from its £2 billion acquisition of Aegon UK which will be complete by the end of the year. This is likely to be achieved by savings and adding value and…...

1+ week, 39+ min ago   (218+ words) Quilter WealthSelect Managed Portfolio Service (MPS) has reduced its passive US exposure in favour of small and mid cap stocks and value, warning of risks from high tech valuations and AI concentration. The £30bn MPS added to the Quilter Investors Europe…...

1+ week, 5+ day ago   (330+ words) Sreevardhan Agarwal lead fund manager Scottish Oriental Smaller Companies Trust triggers conditional tender offer following “disappointing returns” over the past five years. FSSA Investment Managers, the Asia-based fund manager of the trust, introduced the performance-related conditional tender offer in 2021 linked…...

1+ week, 6+ day ago   (228+ words) Beeks Financial Cloud CEO Gordon McArthur Beeks Financial Cloud has signed a multi-year deal with the Stock Exchange of Thailand (SET). The Glasgow-headquartered company will deploys its exchange cloud platform across the SET market to deliver a “suite of connectivity…...

2+ week, 6+ day ago   (205+ words) Mark Rendle, AJ Bell advised managing director AJ Bell Custody Solutions has signed an agreement with Daintree Wealth Management. Daintree will use AJ Bell’s Model B solution, designed to give advisers with more control and flexibility over the client experience....

2+ week, 6+ day ago   (352+ words) Shona Campbell, chair of Henderson Loggie and head of its business recovery and insolvency Henderson Loggie has successfully negotiated the sale of Allan Corfield Group out of liquidation to a management buyout team to secure the long-term future of the…...

2+ week, 6+ day ago   (259+ words) Holly Mackay, founder and CEO of Boring Money The total assets under administration (AUA) across DIY investment platforms grew to £653bn by the end of June 2026, according to analysis by Boring Money. It found that over the last five years the…...

3+ week, 2+ day ago   (160+ words) Outgoing Brewin Dolphin investment manager John Moore Quilter Cheviot has hired former Brewin Dolphin investment manager John Moore as an investment manager in its Edinburgh office. Mr Moore will aim to strengthen the firm’s investment capability in Scotland and its…...

3+ week, 2+ day ago   (119+ words) Scottish Financial News Innes & Partners joins Sumer Group through EQ merger Mid-market accountancy practice EQ, part of Sumer Group, has merged with Innes & Partners to expand into the North of Scotland. EQ will grow its team by 7%, from 290 to 310 staff,…...